Implied Expectations | Substack

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 headwinds that put this into better context. Guidance includes a 200 bps currency headwind, so ex-currency net sales growth…

Implied Expectations

Peloton reported its fiscal third quarter yesterday morning. Here’s Barry McCarthy’s first shareholder letter…

Implied Expectations

May 12

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…

Implied Expectations

May 9

The long term has to come.

Implied Expectations

May 6

In my mind, the biggest problem is the extensive password sharing.

Implied Expectations

Apr 27

I recently had a conversation about Naked Wines.

Implied Expectations

Apr 26

Quality wine for less money? Is the premise even true?

Implied Expectations

Apr 25

I'll write more about Netflix soon, but I wanted to share this model with you. The stock is obviously down a lot. I always like to see what sort of…

Implied Expectations

Apr 23

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