Standard – Page 18 – 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 thoughts on the valuation impact of a corporate tax cut.

My thoughts on Chipotle’s unit potential.

Chipotle 3Q 2017 Update

My thoughts on Chipotle’s third quarter.

My first post about Chipotle.

My scenario analysis and valuation of Chipotle.

A brief discussion of why I invest in “compounders.”