TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"We're Doing Much Better Than You Think"

"We're Doing Much Better Than You Think"

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TSOH Investment Research
Jun 13, 2022
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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"We're Doing Much Better Than You Think"
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In “Spotify: The Power Question”, I concluded with the following:

“This a very important moment for Spotify. As management is learning, life as a public company presents its own unique challenges. While I think there’s reason for long-term optimism on a few key metrics, most notably MAU’s, this is clearly being outweighed by fears about margins and profi…

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