Update – Page 10 – Implied Expectations

Carvana

Carvana: Still Cheap

February 27, 2025

Carvana’s stock was the single best-performing stock in the world (as far as I can [...]

Netflix

Netflix: Levered Buyback In The Cards?

January 29, 2025

All it took was a $1,000 stock price to finally convince people Netflix is a [...]

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, [...]

Starbucks

Starbucks Fiscal 2Q 2020 Update

Posted on May 15, 2020October 15, 2020 by Implied Expectations

My thoughts on Starbucks’s fiscal second quarter.

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Amazon

Amazon 1Q 2020 Update

Posted on May 13, 2020October 15, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

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Spotify

Spotify 1Q 2020 Update

Posted on May 1, 2020October 15, 2020 by Implied Expectations

My thoughts on Spotify’s first quarter.

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Netflix

Netflix 1Q 2020 Update

Posted on April 23, 2020October 15, 2020 by Implied Expectations

My thoughts on Netflix’s first quarter.

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Zillow Group

Zillow Group 4Q 2019 Update

Posted on March 5, 2020October 15, 2020 by Implied Expectations

My thoughts on Zillow Group’s fourth quarter.

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Trupanion

Trupanion 4Q 2019 Update

Posted on February 25, 2020October 15, 2020 by Implied Expectations

My thought on Trupanion’s fourth quarter.

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Alphabet

Alphabet 4Q 2019 Update

Posted on February 8, 2020October 15, 2020 by Implied Expectations

My thoughts on Alphabet’s fourth quarter.

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Amazon

Amazon 4Q 2019 Update

Posted on February 4, 2020October 13, 2020 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Netflix

Netflix 4Q 2019 Update

Posted on January 22, 2020October 13, 2020 by Implied Expectations

My thoughts on Netflix’s fourth quarter.

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Chewy

Chewy Fiscal 3Q 2019 Update

Posted on December 10, 2019October 13, 2020 by Implied Expectations

My thoughts on Chewy’s fiscal third quarter.

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