conversation – Page 2 – 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 [...]

Covetrus

Posted on June 20, 2019October 14, 2020 by Implied Expectations

My conversation with the practice manager of a highly engaged vet practice.

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Zillow Group

Another Conversation About Zillow Group

Posted on April 22, 2019October 13, 2020 by Implied Expectations

My conversation with a former Zillow Group executive.

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Zillow Group

A Conversation About Zillow Group

Posted on April 17, 2019October 13, 2020 by Implied Expectations

My conversation with a former Zillow Group employee.

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Spotify

Another Conversation About Spotify and the Music Industry

Posted on February 28, 2019October 13, 2020 by Implied Expectations

My conversation with a music industry executive.

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Spotify

A Conversation With Spotify

Posted on February 21, 2019October 13, 2020 by Implied Expectations

My notes from my call with the company.

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Spotify

A Conversation About Spotify and the Music Industry

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

My conversation with an executive at a Spotify competitor.

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