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Implied Expectations

An investment blog with a two decade view

Carvana

Carvana: Still Cheap
February 27, 2025

Carvana’s stock was the single best-performing stock in the world (as far as I can [...]

Netflix

Netflix: Levered Buyback In The Cards?
January 29, 2025

All it took was a $1,000 stock price to finally convince people Netflix is a [...]

Spotify

Spotify: Investor Fatigue to Exuberance Inside of Two Years
November 22, 2024

The stock has come a long way in a short period of time. After tanking [...]

Netflix

Netflix: A Valuation Update
July 23, 2024

Please subscribe to Implied Expectations to view this content. Username or E-mail Password Remember Me [...]

Netflix

Netflix: A Change in Posture
April 25, 2024

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Spotify

Spotify 1Q 2021 Update

Posted on May 4, 2021May 5, 2021 by Implied Expectations

My latest thoughts on Spotify and its first quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Netflix, Sample Posts

Netflix 1Q 2021 Update

Posted on April 23, 2021June 14, 2021 by Implied Expectations

My thoughts on Netflix’s first quarter.

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Posted in Netflix, Sample Posts  |  Tagged Netflix, Update
Stitch Fix

Another Conversation About Stitch Fix

Posted on April 6, 2021April 6, 2021 by Implied Expectations

Another conversation about Stitch Fix.

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Posted in Stitch Fix  |  Tagged conversation, Standard, Stitch Fix
Stitch Fix

A Conversation About Stitch Fix

Posted on March 26, 2021April 5, 2021 by Implied Expectations

A conversation about Stitch Fix.

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Posted in Stitch Fix  |  Tagged conversation, Standard, Stitch Fix
Stitch Fix

Stitch Fix: Starting To Unshackle Itself

Posted on March 24, 2021April 16, 2021 by Implied Expectations

My first post about Stitch Fix.

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Posted in Stitch Fix  |  Tagged First post, Standard, Stitch Fix
Peloton Interactive

Peloton Fiscal 2Q 2021 Update

Posted on February 17, 2021February 18, 2021 by Implied Expectations

My thoughts on Peloton’s fiscal second quarter.

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Posted in Peloton Interactive  |  Tagged Peloton, Standard, Update
Spotify

Spotify 4Q 2020 Update

Posted on February 12, 2021April 29, 2021 by Implied Expectations

My thoughts on Spotify and its fourth quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Amazon

Amazon 4Q 2020 Update

Posted on February 5, 2021February 10, 2021 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Netflix

Netflix 4Q 2020 Update

Posted on January 22, 2021January 22, 2021 by Implied Expectations

My thoughts on the company’s fourth quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
Airbnb

Airbnb

Posted on December 11, 2020December 16, 2020 by Implied Expectations

My first post about Airbnb.

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Posted in Airbnb  |  Tagged Airbnb, First post, Standard
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Recent Posts
  • Carvana: Still Cheap February 27, 2025
  • Netflix: Levered Buyback In The Cards? January 29, 2025
  • Spotify: Investor Fatigue to Exuberance Inside of Two Years November 22, 2024
  • Netflix: A Valuation Update July 23, 2024
  • Netflix: A Change in Posture April 25, 2024
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