My thoughts on Stitch Fix after its fiscal first quarter results.
Tag Archives: Standard
My thoughts about what’s priced in to Peloton at $38.90 per share.
My thoughts on the implied expectations baked in to SFIX at $22.57 per share.
My thoughts on Spotify after its third quarter.
Another conversation about Peloton.
My thoughts on a recent insider transaction.
My thoughts on Peloton after its fiscal first quarter.
My thoughts on Netflix after its third quarter.
My thoughts on iFIT’s S-1 filing. iFIT is the parent company of NordicTrack and other hardware fitness brands.
My thoughts on Stitch Fix after its fiscal fourth quarter.