My thoughts on the implied expectations baked in to SFIX at $22.57 per share.
Tag Archives: Update
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.
My thoughts on the turmoil among Stitch Fix stylists.
My thoughts on Airbnb after its second quarter.