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About

SPOT

Portfolio Change - 07/28/2023
As disclosed in today’s write-up, I’ve decided to make a portfolio change (which will be executed tomorrow morning). The chart below shows my portfolio…
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The Science of Hitting
Spotify: "Retain Optionality"
From “Spotify: Win-Win” (May 2023): “Recent commentary from the labels suggests that this outcome - better terms for the DSP’s - may be more likely than…
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The Science of Hitting
6
Spotify: "Win-Win"
From “We're Doing Much Better Than You Think” (June 2022): “With a few days to reflect on the company’s evolution over the past five years, along with…
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The Science of Hitting
2
"We're In The Discovery Business"
An update on Spotify
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The Science of Hitting
4
"We're Doing Much Better Than You Think"
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…
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The Science of Hitting
5
Spotify: The Power Question
“The product-market fit and power questions are different questions; one doesn’t necessarily answer the other… When you have a business model that gets…
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The Science of Hitting
7
"We Needed To Find Leverage"
The primary focus of today’s write-up is Spotify’s podcast business. At a time when the company is receiving a lot of attention, primarily from…
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The Science of Hitting
2
Spotify: "Room To Run"
“Everything changes at scale.” - Spotify CEO Daniel Ek, “The Spotify Play” Following a difficult start to the year, with lackluster MAU additions in…
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The Science of Hitting
2
Spotify: “Laser Focused on Audio”
Note: I view these updates as an ongoing discussion with subscribers. As I focus on balancing completeness and brevity, I do so under the belief that…
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The Science of Hitting
Portfolio Change - 05/05/2021
As outlined in the introductory post for the service, part of the value add that I hope to provide to subscribers is complete transparency around all…
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The Science of Hitting
4
Spotify: "Shake It Off"
Following Q1 results, is the SPOT thesis intact?
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The Science of Hitting
2
Portfolio Change - 04/13/21
As outlined in the introductory post for the service, part of the value add that I hope to to provide to subscribers is complete transparency around all…
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The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
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