Implied Expectations

Implied Expectations

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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
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Implied Expectations
Thank You
I’m shutting down Implied Expectations and issuing pro-rata refunds to all paid subscribers.
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Implied Expectations
6
Carvana: Ramping
The sell-side is badly mismodeling growth and operating leverage.
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Implied Expectations
Naked Wines: The Pivot
Low expectations, an improving business, and insider buying
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Netflix: Levered Buyback In The Cards?
All it took was a $1,000 stock price to finally convince people Netflix is a great business with strong prospects.
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Carvana: Still Cheap
It has been a while since my last Carvana post.
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Implied Expectations
Carvana: Illuminating the Path
When do they press the button?
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1
Netflix: A Change in Posture
In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, management’s evasiveness on paid sharing and what…
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Implied Expectations
1
Netflix: A Valuation Update
Incredible business, long runway, and still a cheap stock
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Spotify: Investor Fatigue to Exuberance Inside of Two Years
Is the stock still cheap?
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Implied Expectations
Netflix: Some Ad-Supported Math
I've been spending some time studying Netflix's ad-supported tier opportunity.
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Implied Expectations
Carvana: On The Verge of Step 3
Can they accelerate volume growth while maintaining good unit economics?
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Implied Expectations
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