Spotify: The New Modus Operandi
Netflix: A Valuation Discussion
Netflix: Welcoming the Arms Dealers
Carvana: On The Verge of Step 3
Carvana: Feedback Loops
Carvana: Illuminating the Path
Spotify: What's Baked In at $150?
Peloton: Opportunistic
Spotify: A Compounding Effect
Netflix: An Updated Valuation
Netflix: To the Victor Go the Spoils
Carvana: The Disconnect
Carvana: Groupthink
Peloton: What's Priced In?
Peloton: Show Me
Netflix: What's Priced In?
Netflix: Disanchoring
An Investor's Review of the Remarkable 2 and Kindle Scribe
Naked Wines: The Pivot