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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 [...]

Peloton Interactive

Another Conversation About Peloton

Posted on September 24, 2021October 7, 2021 by Implied Expectations

A conversation about Peloton.

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The New York Times Company

The New York Times Company: Newspapers Are Boring But Making Money Is Not

Posted on September 15, 2021September 16, 2021 by Implied Expectations

My first post about The New York Times Company.

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Peloton Interactive

Peloton F4Q 2021: Investment Year and Bike Price Cut Spook Market; Modest Expectations Seem Baked In

Posted on September 3, 2021November 15, 2021 by Implied Expectations

My thoughts on Peloton after its fiscal fourth quarter.

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Peloton Interactive, Stitch Fix

Stitch Fix Stylist Story Update

Posted on August 25, 2021August 25, 2021 by Implied Expectations

My thoughts on the turmoil among Stitch Fix stylists.

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Airbnb

Airbnb 2Q 2021: Strong Rebound, But Still No Host Growth

Posted on August 20, 2021August 20, 2021 by Implied Expectations

My thoughts on Airbnb after its second quarter.

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Zillow Group

Zillow Group 2Q 2021 Update: Running on All Cylinders; Stock is Cheap Again

Posted on August 13, 2021August 13, 2021 by Implied Expectations

My thoughts on Zillow after its second quarter.

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Spotify

Spotify 2Q 2021 Update: Soft MAU Growth Has Reversed; Podcast Business Starting to Ramp

Posted on August 5, 2021August 6, 2021 by Implied Expectations

My thoughts on Spotify after its second quarter.

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Netflix

Netflix 2Q 2021 Update

Posted on July 23, 2021July 23, 2021 by Implied Expectations

My thoughts on Netflix after its second quarter results.

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Stitch Fix

Quick Note on Stitch Fix: More Optionality?

Posted on June 15, 2021June 15, 2021 by Implied Expectations

My thoughts on a potential opportunity for Stitch Fix.

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Stitch Fix

Stitch Fix F3Q Update: Preparing for an Acceleration

Posted on June 11, 2021June 11, 2021 by Implied Expectations

My thoughts on Stitch Fix after its fiscal third quarter.

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