Standard – Page 8 – Implied Expectations

Spotify

Spotify: Investor Fatigue to Exuberance Inside of Two Years

November 22, 2024

The stock has come a long way in a short period of time. After tanking [...]

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 [...]

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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Airbnb

A Conversation About Airbnb

Posted on June 4, 2021June 11, 2021 by Implied Expectations

A conversation about Airbnb.

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Airbnb

Airbnb 1Q 2021 Update

Posted on May 27, 2021May 27, 2021 by Implied Expectations

My thoughts on Airbnb and its first quarter.

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Spotify

Spotify: What’s Priced In

Posted on May 18, 2021May 18, 2021 by Implied Expectations

My thoughts about what’s priced in to Spotify shares at $223 per share.

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Peloton Interactive

Peloton Fiscal 3Q 2021 Update

Posted on May 12, 2021May 12, 2021 by Implied Expectations

My thoughts on Peloton and its fiscal third quarter.

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Peloton Interactive

Peloton Tread Recall Update

Posted on May 5, 2021May 5, 2021 by Implied Expectations

My thoughts on Peloton’s Tread+ and Tread recalls.

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Spotify

Spotify 1Q 2021 Update

Posted on May 4, 2021May 5, 2021 by Implied Expectations

My latest thoughts on Spotify and its first quarter.

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Stitch Fix

Another Conversation About Stitch Fix

Posted on April 6, 2021April 6, 2021 by Implied Expectations

Another conversation about Stitch Fix.

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Stitch Fix

A Conversation About Stitch Fix

Posted on March 26, 2021April 5, 2021 by Implied Expectations

A conversation about Stitch Fix.

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Stitch Fix

Stitch Fix: Starting To Unshackle Itself

Posted on March 24, 2021April 16, 2021 by Implied Expectations

My first post about Stitch Fix.

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