Sitemap - 2022 - Implied Expectations
Peloton: Executive Options Repriced
Carvana: Liquidity, Retail Units, and GPU
Amazon Web Services Scenario Analysis and Valuation Model (Downloadable)
Peloton: Barry's Shifting Focus
Netflix: Turning on the Spigots
Spotify: A Kaleidoscope of Activity
Netflix: Some Ad-Supported Math
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
Spotify: The Leverage We Can't See
Peloton: The Only Path Forward