Sitemap - 2021 - Implied Expectations
Peloton: What's Priced in at $38.90?
Spotify 3Q: Ad Business Ramping; Ek Bought More Warrants
Peloton: Another Conversation, More Insider Transactions, Lanebreak Demo, and Some Thoughts
Peloton: Early Exercise of Stock Options; A Bullish Signal?
Peloton F1Q: Lower Guidance Destroys Sentiment; What's Priced In at $51.25?
Netflix 3Q: Post-COVID Reacceleration in Content Slate Driving Reacceleration in Sub Growth
iFIT's S-1: Trying Hard to Look Like Something It Is Not
Another Conversation About Peloton
The New York Times Company: Newspapers Are Boring But Making Money Is Not
Peloton F4Q 2021: Investment Year and Bike Price Cut Spook Market; Modest Expectations Seem Baked In
Stitch Fix Stylist Story Update
Airbnb 2Q 2021: Strong Rebound, But Still No Host Growth
Spotify 2Q 2021 Update: Soft MAU Growth Has Reversed; Podcast Business Starting to Ramp