Discover more from Investment Ideas by Antonio
Is Spotify the Google of Audio?
Welcome back! Over the last few days, Investment Ideas has reached just over 1000 subscribers (1,020 today, to be precise). It´s a big milestone for the community and I am both grateful and excited for what´s to come.
My original Spotify deep dive sparked some discussion with @amitinvesting recently and @investWithVinny had the idea of running a debate between us two, with me on the affirmative (Spotify is indeed the Google of audio in the making) and Amit on the negative.
It was great fun, I learned a lot from Amit and I hope you enjoy watching it as much as we enjoyed recording it. Needless to say, I am looking forward to hearing everyone´s thoughts on the debate.
Also, here is my thread on Spotify, that ignited a fair bit of upheaval. Feel free to chime in with your thoughts on the thesis:
As a side note, I am getting ready to double the number of $SPOT shares that I own and the debate has helped me advance my conviction. Amit has been a great sparring partner on this occasion and I only wish I had more like him. I love hearing thoughts that counter my investment ideas, when well constructed.
Finally, we have Q1 2022 earnings coming up tomorrow. I will be covering the ER as usual. I continue to believe the market (people) is subconsciously looking for a way to grieve the pandemic (read my piece “What´s Really Happening in the Markets”), so any non-pristine news is likely to lead to a continuation of the sell off we are experiencing.
Until next time!
⚡ If you enjoyed the post, please feel free to share with friends, drop a like and leave me a comment.
You can also reach me at: