Implied Expectations

Implied Expectations

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Amazon: An Updated Valuation

Amazon: Mother of Other Bets

Peloton: Retethering

Spotify: Wait for It

Peloton: Executive Options Repriced

Carvana: Liquidity, Retail Units, and GPU

Amazon Web Services Scenario Analysis and Valuation Model (Downloadable)

Peloton: Barry's Shifting Focus

Naked Wines: The Playbook

Netflix: Turning on the Spigots

Spotify: A Kaleidoscope of Activity

Netflix: Some Ad-Supported Math

Peloton: Some Notes

Amazon: Underlying Guidance Better Than It Looks

Peloton: The Hardest Problem Is Already Solved

Peloton: Shift to One Peloton Club?

Spotify: The Elephant in the Room

Netflix: Monetizing the Freeloaders

A Conversation about Naked Wines

Naked Wines: Driving Out the Costs No One Can Taste

Netflix: What's Priced In?

Peloton: Exercising Options

Peloton: Can Barry Execute?

Spotify: The Leverage We Can't See

Amazon: The Sun Is Coming Out

Peloton: The Only Path Forward

Netflix: To Extrapolate or Not, That is the Question

Peloton: The Solutions Aren't the Problems

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