A conversation about Airbnb.
Tag Archives: Standard
My thoughts on Airbnb and its first quarter.
My thoughts about what’s priced in to Spotify shares at $223 per share.
My thoughts on Peloton and its fiscal third quarter.
My thoughts on Peloton’s Tread+ and Tread recalls.
My latest thoughts on Spotify and its first quarter.
Another conversation about Stitch Fix.
A conversation about Stitch Fix.
My first post about Stitch Fix.
My thoughts on Peloton’s fiscal second quarter.