My thoughts on Peloton’s fiscal second quarter.
Tag Archives: Update
My thoughts on Spotify and its fourth quarter.
My thoughts on Amazon’s fourth quarter.
My thoughts on the company’s fourth quarter.
My thoughts on the company’s third quarter.
My thoughts on the company’s third quarter.
My thoughts on Peloton’s fiscal first quarter.
My thoughts on Spotify’s third quarter.
My thoughts on Netflix’s third quarter.
My scenario analysis, now including a Foley’s BHAG scenario.