Implied Expectations

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Some thoughts on Spotify's 2022 Investor Day
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I've been spending some time studying Netflix's ad-supported tier opportunity. 
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Here are some of my thoughts on a few topics. 
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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…
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Peloton reported its fiscal third quarter yesterday morning. Here’s Barry McCarthy’s first shareholder letter…
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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…
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The long term has to come.
Implied Expectations
In my mind, the biggest problem is the extensive password sharing.
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