Update – Page 7 – 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, [...]

Peloton Interactive, Stitch Fix

Stitch Fix Stylist Story Update

Posted on August 25, 2021August 25, 2021 by Implied Expectations

My thoughts on the turmoil among Stitch Fix stylists.

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Airbnb

Airbnb 2Q 2021: Strong Rebound, But Still No Host Growth

Posted on August 20, 2021August 20, 2021 by Implied Expectations

My thoughts on Airbnb after its second quarter.

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Zillow Group

Zillow Group 2Q 2021 Update: Running on All Cylinders; Stock is Cheap Again

Posted on August 13, 2021August 13, 2021 by Implied Expectations

My thoughts on Zillow after its second quarter.

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Spotify

Spotify 2Q 2021 Update: Soft MAU Growth Has Reversed; Podcast Business Starting to Ramp

Posted on August 5, 2021August 6, 2021 by Implied Expectations

My thoughts on Spotify after its second quarter.

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Netflix

Netflix 2Q 2021 Update

Posted on July 23, 2021July 23, 2021 by Implied Expectations

My thoughts on Netflix after its second quarter results.

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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

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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