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Spotify: "Shake It Off"
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Spotify: "Shake It Off"

Following Q1 results, is the SPOT thesis intact?

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TSOH Investment Research
May 03, 2021
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TSOH Investment Research
Spotify: "Shake It Off"
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On Wednesday, Spotify reported financial results for Q1 FY21.

As a reminder, I initiated a ~5% position in Spotify in April. Since that time, there has been a whirlwind of news to digest, all of which was capped off with last week’s Q1 results. This post, as with every company-specific update, intends to answer one question: have recent developments giv…

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