SPOT

FVRR COIN Bitcoin RCL ARAY ROKU MARA PSFE MCD SMR F DECK UBER RIVN RDDT SQ SMPL PYPL FIVE RYCEY TJX TSLA ASTS PAYO AMD CELH LRN OSCR BBY Grok AAPL AXP CMG INVZ PODD LOW UAL AMZN TGT SHOP ONON DG META BB OPEN COST TSCO NKE UPWK NVDA INOD REAL HD FIG GM MSFT GAP MGNI TDUP TPR WMT DAL GOOGL BH BIRK ODD SOFI MNST DLTR CROX MSTR SCHW RKT DSP DIS H URBN V PTON SONO DUOL SNAP SPOT CVNA NFLX SBUX NOTE Small Caps PINS SOUN AMBA OKLO TTD HIMS LULU KMX HOOD earnings BROS ADDYY RL AUR

SPOTSPOT

Jun 09, 2025

Core Conviction Spotlight: Is $SPOT the Most Compelling Name in Big Tech?

We're checking in on a portfolio holding that just hit all-time highs last week. Here's how we see thing playing out from here...

Megan Brantley

SPOTSPOT

Feb 04, 2025

Look at $SPOT go!

Spotify shares rocketed to new all-time highs after the audio subscriber posted strong user growth and its first year of annual profit. Nice momentum for our Core Conviction listing.

Megan Brantley

COINCOIN

+2+2

Dec 03, 2024

Bitcoin Could Solve US Debt Crisis

Plus a new CORE CONVICTION stock, why Spotify (SPOT) is on the bubble, and much more...

Andy Swan

SPOTSPOT

Nov 26, 2024

A surprising tailwind emerging for $SPOT

In fact, it doesn't have much to do with music at all...

Megan Brantley

AAPLAAPL

+1+1

Sep 17, 2024

Can AAPL catch SPOT?

Spotify's is on fire this year and Apple, shockingly, is playing catch up and trying to make the experience for Spotify users not as great.

Ian Dewey

SPOTSPOT

Jul 22, 2024

Spotify (SPOT) Earnings Deep Dive

Spotify is one of the best examples of a company utilizing AI to make its products better and its users happier, and support its internal workings after mass layoffs.

Ian Dewey

SPOTSPOT

Jun 24, 2024

Next Level AI Deep Dive: SPOT

SPOT shares have traded +101% higher over the past year. Is this growth justified?

Ian Dewey

SPOTSPOT

Jun 03, 2024

Spotify (SPOT) flexes pricing power

And LikeFolio data suggests it has plenty of it...

Ian Dewey