Update – Page 12 – 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 [...]

JD.com

JD.com 1Q 2019 Update

Posted on May 16, 2019October 13, 2020 by Implied Expectations

My thoughts on JD’s first quarter.

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Zillow Group

Zillow Group 1Q 2019 Update

Posted on May 14, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s first quarter.

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Zillow Group

Posted on May 6, 2019October 13, 2020 by Implied Expectations

My scenario analysis and valuation of the core IMT business.

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Spotify

Spotify 1Q 2019 Update

Posted on May 1, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s first quarter.

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Alphabet

Alphabet 1Q 2019 Update

Posted on April 30, 2019October 13, 2020 by Implied Expectations

My thoughts on Alphabet’s first quarter.

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Amazon

Amazon 1Q 2019 Update

Posted on April 30, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s first quarter.

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Netflix

Netflix 1Q 2019 Update

Posted on April 25, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s first quarter.

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Spotify

Spotify 4Q 2018 Update

Posted on March 11, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s fourth quarter.

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Amazon

Amazon 4Q 2018 Update

Posted on January 31, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Netflix

Netflix 4Q 2018 Update

Posted on January 29, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s fourth quarter.

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