Implied Expectations

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Here are some of my thoughts on a few topics. 
Implied Expectations
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I've been spending some time studying Netflix's ad-supported tier opportunity. 
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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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Some thoughts on Spotify's 2022 Investor Day
Implied Expectations
Peloton reported its fiscal third quarter yesterday morning. Here’s Barry McCarthy’s first shareholder letter…
Implied Expectations
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
The long term has to come.
Implied Expectations
Quality wine for less money? Is the premise even true?
Implied Expectations
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
In my mind, the biggest problem is the extensive password sharing.
Implied Expectations
I recently had a conversation about Naked Wines.
Implied Expectations
Spotify reported strong fourth-quarter results that generally came in at or above the high end of their guidance range. While the growth rate is…
Implied Expectations
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