SPOT

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

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
Look at $SPOT go!

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
Bitcoin Could Solve US Debt Crisis

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
A surprising tailwind emerging for $SPOT

A surprising tailwind emerging for $SPOT

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

Megan Brantley
AAPLAAPL
+1+1
Can AAPL catch SPOT?

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
Spotify (SPOT) Earnings Deep Dive

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
Next Level AI Deep Dive: SPOT

Next Level AI Deep Dive: SPOT

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

Ian Dewey
SPOTSPOT
Spotify (SPOT) flexes pricing power

Spotify (SPOT) flexes pricing power

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

Ian Dewey