Some thoughts on Spotify's 2022 Investor Day
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.
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…
Yesterday, after the close, John Foley filed a Form 4 indicating that his wife Jill, who used to be in charge of the apparel business, exercised the…