My thoughts on Stitch Fix after its fiscal first quarter results.
Tag Archives: Update
My thoughts about what’s priced in to Peloton at $38.90 per share.
My thoughts on the implied expectations baked in to SFIX at $22.57 per share.
My thoughts on Spotify after its third quarter.
Another conversation about Peloton.
My thoughts on a recent insider transaction.
My thoughts on Peloton after its fiscal first quarter.
My thoughts on Netflix after its third quarter.
My thoughts on Stitch Fix after its fiscal fourth quarter.
My thoughts on Peloton after its fiscal fourth quarter.