TSOH Investment Research Service

Share this post

Spotify: "Shake It Off"

thescienceofhitting.com

Spotify: "Shake It Off"

Following Q1 results, is the SPOT thesis intact?

The Science of Hitting
May 3, 2021
14
2
Share this post

Spotify: "Shake It Off"

thescienceofhitting.com

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…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Alex Morris (TSOH Investment Research)
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing