Scenario Analysis – Implied Expectations

Netflix

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

Spotify

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

Netflix

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

Netflix

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

Carvana

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

My scenario analysis and valuation of the core IMT business.

Spotify: Scenario Analysis and Valuation

My scenario analysis and valuation.

My scenario analysis and valuation.

My thoughts on the valuation impact of a corporate tax cut.

My scenario analysis and valuation of Chipotle.