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…
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.
I recently had a conversation about Naked Wines.
Quality wine for less money? Is the premise even true?
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…
See all

Implied Expectations