conversation – Implied Expectations

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

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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, [...]

Carvana

Carvana: Ramping

February 8, 2024

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

Netflix: The Streaming Wars That Never Started

February 2, 2024

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Naked Wines

A Conversation about Naked Wines

Posted on April 26, 2022April 26, 2022 by Implied Expectations

A conversation about Naked Wines

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Stitch Fix

Stitch Fix: Another Conversation

Posted on December 28, 2021December 28, 2021 by Implied Expectations

Another conversation about Stitch Fix

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Peloton Interactive

Another Conversation About Peloton

Posted on September 24, 2021October 7, 2021 by Implied Expectations

A conversation about Peloton.

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Airbnb

A Conversation About Airbnb

Posted on June 4, 2021June 11, 2021 by Implied Expectations

A conversation about Airbnb.

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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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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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Peloton Interactive

A Conversation About Peloton

Posted on July 3, 2020January 20, 2022 by Implied Expectations

A conversation about Peloton

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Despegar

Another Conversation With Despegar

Posted on September 26, 2019October 13, 2020 by Implied Expectations

My second conversation with the company.

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Despegar

A Conversation With Despegar

Posted on September 9, 2019October 13, 2020 by Implied Expectations

My conversation with the company.

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Covetrus

Posted on June 21, 2019October 14, 2020 by Implied Expectations

My conversation with the practice manager of a new and non-engaged vet practice.

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