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Peloton: Some Notes
Here are some of my thoughts on a few topics.
Implied Expectations
May 26
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Peloton: Some Notes
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Netflix: Some Ad-Supported Math
I've been spending some time studying Netflix's ad-supported tier opportunity.
Implied Expectations
Jun 7
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Netflix: Some Ad-Supported Math
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An Excerpt from an Upcoming Amazon Post
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…
Implied Expectations
May 18
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An Excerpt from an Upcoming Amazon Post
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Spotify: A Kaleidoscope of Activity
Some thoughts on Spotify's 2022 Investor Day
Implied Expectations
Jun 21
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Spotify: A Kaleidoscope of Activity
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Peloton: The Hardest Problem Is Already Solved
Peloton reported its fiscal third quarter yesterday morning. Here’s Barry McCarthy’s first shareholder letter…
Implied Expectations
May 12
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Peloton: The Hardest Problem Is Already Solved
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Netflix: What's Priced In?
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
Apr 23
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Netflix: What's Priced In?
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Spotify: The Elephant in the Room
The long term has to come.
Implied Expectations
May 6
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Spotify: The Elephant in the Room
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Naked Wines: Driving Out the Costs No One Can Taste
Quality wine for less money? Is the premise even true?
Implied Expectations
Apr 25
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Naked Wines: Driving Out the Costs No One Can Taste
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Peloton: Shift to One Peloton Club?
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
May 9
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Peloton: Shift to One Peloton Club?
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Netflix: Monetizing the Freeloaders
In my mind, the biggest problem is the extensive password sharing.
Implied Expectations
Apr 27
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Netflix: Monetizing the Freeloaders
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A Conversation about Naked Wines
I recently had a conversation about Naked Wines.
Implied Expectations
Apr 26
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A Conversation about Naked Wines
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Spotify: The Leverage We Can't See
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
Mar 3
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Spotify: The Leverage We Can't See
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