Implied Expectations
An investment blog with a two decade view
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 142 | Founded | 5 years ago | Last Issue | a year ago |
| Active | |||||
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impliedexpectations.substack.comLatest Issues
Thank You
I’m shutting down Implied Expectations and issuing pro-rata refunds to all paid subscribers. I started this subscription site in 2017 on a different platform, launched it in parallel on impliedexpectations.com in 2020, and again launched it...
Carvana: Still Cheap
It has been a while since my last Carvana post. I wrote the following seven posts between October of 2022 and February of 2024, highlighting why I thought the company’s stock was a good investment. The stock price on the lowest publication...
Netflix: Levered Buyback In The Cards?
All it took was a $1,000 stock price to finally convince people Netflix is a great business with strong prospects. Fourth-quarter results were great but they’ve been great for a while.
I’m going to assume you’ve read the shareholder letter...
Spotify: Investor Fatigue to Exuberance Inside of Two Years
From a long-term investor’s perspective, Spotify’s third-quarter results were gratifying. While the company’s robust trajectory for Premium sub and MAU growth has been visible for a long time, investors had been unaccustomed to seeing mater...
Netflix: A Valuation Update
The last time I posted an update to my valuation of Netflix (Netflix: A Valuation Discussion, November 2023), I shared the several long-term scenarios and the following valuation summary exhibit:
For newer readers, I like to model several...
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