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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 [...]

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 [...]

Chewy

Chewy Fiscal 2Q 2019 Update

Posted on September 20, 2019October 13, 2020 by Implied Expectations

My thoughts on Chewy’s fiscal second quarter.

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Chewy

Posted on September 16, 2019October 13, 2020 by Implied Expectations

My scenario analysis and valuation of Chewy.

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Chewy

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

My first post about Chewy.

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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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Spotify

Spotify 2Q 2019 Update

Posted on August 20, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s second quarter.

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Zillow Group

Zillow Group 2Q 2019 Update

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

My thoughts on Zillow Group’s second quarter.

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Alphabet

Alphabet 2Q 2019 Update

Posted on August 6, 2019August 17, 2021 by Implied Expectations

My thoughts on Alphabet’s second quarter.

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Amazon

Amazon 2Q 2019 Update

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

My thoughts on Amazon’s second quarter.

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Netflix

Netflix 2Q 2019 Update

Posted on July 18, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s second quarter results.

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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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