My thoughts on Netflix’s second quarter results.
Tag Archives: Standard
My conversation with the practice manager of a new and non-engaged vet practice.
My conversation with the practice manager of a highly engaged vet practice.
My analysis of the Vets First Choice cohort data.
My first post about Covetrus.
My thoughts on JD’s first quarter.
My thoughts on Zillow Group’s first quarter.
My scenario analysis and valuation of the core IMT business.
My thoughts on Spotify’s first quarter.
My thoughts on Alphabet’s first quarter.