Scenarios – Implied Expectations

Spotify

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

Netflix

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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 [...]

Netflix

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

My scenario analysis and valuation of Chewy.