SPOT

FVRR COIN Bitcoin RCL ARAY ROKU MARA PSFE MCD SMR gold F DECK UBER RIVN RDDT elon musk STZ SQ SMPL PYPL FIVE RYCEY TJX VZ LMND TSLA ASTS PAYO AMD CELH starlink LRN OSCR LEVI BBY CAVA Grok AAPL AXP CMG INVZ PODD LOW tariffs UAL RR AMZN TGT AEO SHOP ONON DG META BB OPEN COST TSCO NKE UPWK PEP NVDA INOD REAL HD FIG GM MSFT GAP MGNI deflation TDUP TPR WMT DAL GOOGL BH BIRK AAL DASH ODD IBIT SOFI MNST crypto DLTR CROX MSTR SCHW RKT DSP DIS H NCLH URBN V PTON CTAS SONO DUOL TMUS SNAP SPOT CVNA NFLX T SBUX NOTE ADBE silver Small Caps ETSY PINS LUV Oil SOUN AMBA OKLO TTD LEU HIMS DDOG LULU Iran KMX CCL 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