TSOH Investment Research (Alex Morris)
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Spotify (SPOT) Post-Mortem
“Not Just An Option, But A Necessity”
Dec 12, 2024
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TSOH Investment Research
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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…
Jul 27, 2023
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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…
Jul 27, 2023
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6
Spotify: "Win-Win"
From “We're Doing Much Better Than You Think” (June 2022):
May 4, 2023
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2
"We're In The Discovery Business"
An update on Spotify
Feb 20, 2023
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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…
Jun 13, 2022
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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…
May 9, 2022
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7
Portfolio Change - 03/11/2022
As noted in this morning’s write-up, I’ve decided to make a few portfolio changes in response to recent market volatility. This was my portfolio…
Mar 10, 2022
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4
"We Needed To Find Leverage"
The primary focus of today’s write-up is Spotify’s podcast business.
Feb 10, 2022
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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…
Nov 4, 2021
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2
"Mo' Money, Mo' Problems"
Large cash inflows and portfolio construction
Aug 23, 2021
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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…
Aug 2, 2021
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TSOH Investment Research
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