Peloton Interactive

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 [...]

Spotify

Spotify: The New Modus Operandi

December 15, 2023

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Netflix

Netflix: A Valuation Discussion

November 8, 2023

In this valuation oriented Netflix post, I’ll discuss a few things: Netflix’s long-term subscriber and average [...]

Peloton: Can Barry Execute?

Posted on March 7, 2022March 8, 2022 by Implied Expectations

Some thoughts on Peloton and its future with Barry McCarthy in charge

Continue reading →

Peloton Interactive

Peloton: The Only Path Forward

Posted on February 7, 2022February 7, 2022 by Implied Expectations

My thoughts about the takeover rumors swirling around Peloton

Continue reading →

Peloton Interactive

Peloton: The Solutions Aren’t the Problems

Posted on January 19, 2022January 20, 2022 by Implied Expectations

Yet another Peloton post

Continue reading →

Peloton Interactive

Peloton: What’s Priced in at $38.90?

Posted on December 10, 2021December 10, 2021 by Implied Expectations

My thoughts about what’s priced in to Peloton at $38.90 per share.

Continue reading →

Peloton Interactive

Peloton: Another Conversation, More Insider Transactions, Lanebreak Demo, and Some Thoughts

Posted on November 18, 2021November 18, 2021 by Implied Expectations

Another conversation about Peloton.

Continue reading →

Peloton Interactive

Peloton F1Q: Lower Guidance Destroys Sentiment; What’s Priced In at $51.25?

Posted on November 9, 2021November 9, 2021 by Implied Expectations

My thoughts on Peloton after its fiscal first quarter.

Continue reading →

iFIT, Peloton Interactive

iFIT’s S-1: Trying Hard to Look Like Something It Is Not

Posted on October 12, 2021October 15, 2021 by Implied Expectations

My thoughts on iFIT’s S-1 filing. iFIT is the parent company of NordicTrack and other hardware fitness brands.

Continue reading →

Peloton Interactive

Another Conversation About Peloton

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

A conversation about Peloton.

Continue reading →