Some thoughts on Spotify's 2022 Investor Day
I've been spending some time studying Netflix's ad-supported tier opportunity. 
Here are some of my thoughts on a few topics. 
Guidance Amazon’s second-quarter guidance of 3%-7% net sales growth (really 2.6%-7.0% without rounding) is slow for Amazon. But there are a three major…
Peloton reported its fiscal third quarter yesterday morning. Here’s Barry McCarthy’s first shareholder letter…
Some of you have asked me for my thoughts on the news that Peloton is shopping a 15%-20% stake. This is speculative, and could be completely wrong, but…
The long term has to come.
In my mind, the biggest problem is the extensive password sharing.
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Implied Expectations