My thoughts on Netflix’s domestic ARPU opportunity.
Tag Archives: Standard
My thoughts on Netflix’s domestic subscriber opportunity.
My second conversation with the company.
My thoughts on Chewy’s fiscal second quarter.
My scenario analysis and valuation of Chewy.
My first post about Chewy.
My conversation with the company.
My thoughts on Spotify’s second quarter.
My thoughts on Zillow Group’s second quarter.
My thoughts on Alphabet’s second quarter.