TSOH Investment Research Service

Home
TSOH
ABNB
ALLY
AMZN
BAC
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DLTR
FEVR
FIVE
FND
GO
HD
HIBB
LBRDA
LGF
META
MKL
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SBUX
SPOT
TJX
TKO
WBD
WMT
Archive
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…
 • 
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…
 • 
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…
 • 
The Science of Hitting
2
"We're In The Discovery Business"
An update on Spotify
 • 
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…
 • 
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…
 • 
The Science of Hitting
7
"We Needed To Find Leverage"
The primary focus of today’s write-up is Spotify’s podcast business.
 • 
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…
 • 
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…
 • 
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…
 • 
The Science of Hitting
4
Spotify: "Shake It Off"
Following Q1 results, is the SPOT thesis intact?
 • 
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…
 • 
The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture