"The luxury of a comfortable liquidity position and outlook"?
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Is it going out of business?
I intended to shift to less frequent than quarterly updates of the usual suspects, but I just can’t quit writing about Netflix. That said, I intend…
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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…
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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I recently had a conversation about Naked Wines.