What I'm looking for from earnings at the Top 5 holdings in the Asymmetric Portfolio.
Netflix is tapping into Spotify's creator ecosystem.
It's my fault for not talking about Spotify enough.
Expectations were high, and Spotify didn't impress investors.
Spotify is up 429% since the Asymmetric Investing Spotlight. Is it time to trim the position?
A value stock and a monster performer that's getting a little expensive.
Spotify has won the audio business and is now a money making machine.
Why Spotify, Zillow, and Disney are all up big.
Are we in for another round of earnings beats?
Advertising, bundling, and video are the keys to Spotify's future.
"We need to become a great business"
The good, the bad, and the market's reaction.
