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Carvana: Groupthink
Is it right?
Implied Expectations
Mar 3
1
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Carvana: Groupthink
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Peloton: What's Priced In?
What do you get for $5.1 billion? And what might it actually be worth?
Implied Expectations
Feb 22
2
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Peloton: What's Priced In?
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Peloton: Show Me
Self-funding and growing or a coat rack with an iPad that's going to zero?
Implied Expectations
Feb 9
6
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Peloton: Show Me
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Netflix: What's Priced In?
Netflix is getting harder to value.
Implied Expectations
Feb 7
2
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Netflix: What's Priced In?
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Netflix: Disanchoring
Imagine all the margin, it's easy if you try
Implied Expectations
Jan 24
3
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Netflix: Disanchoring
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An Investor's Review of the Remarkable 2 and Kindle Scribe
Easier on the eyes, never print again, more convenient, better organization
Implied Expectations
Jan 3
3
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An Investor's Review of the Remarkable 2 and Kindle Scribe
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Naked Wines: The Pivot
Low expectations, an improving business, and insider buying
Implied Expectations
Jan 3
2
2
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Naked Wines: The Pivot
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Amazon: An Updated Valuation
Converting a series of long-term assumptions into a series of present values
Implied Expectations
Nov 28, 2022
1
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Amazon: An Updated Valuation
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An investment blog with a two decade view
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