SPOT

The Spotify Conundrum

Jan 18, 2026

The Spotify Conundrum

Does Spotify still have asymmetric potential?

SPOT

Earnings Preview: Robinhood, Spotify, Hims & Hers, Alphabet, and SoFi

Oct 25, 2025

Earnings Preview: Robinhood, Spotify, Hims & Hers, Alphabet, and SoFi

What I'm looking for from earnings at the Top 5 holdings in the Asymmetric Portfolio.

SOFI

+4

Spotify and Netflix Take On YouTube's Domination

Oct 19, 2025

Spotify and Netflix Take On YouTube's Domination

Netflix is tapping into Spotify's creator ecosystem.

SPOT

+1

Can We Talk About Spotify?

Sep 19, 2025

Can We Talk About Spotify?

It's my fault for not talking about Spotify enough.

SPOT

Spotify's Record Quarter & Falling Stock

Jul 30, 2025

Spotify's Record Quarter & Falling Stock

Expectations were high, and Spotify didn't impress investors.

SPOT

Is It Time to Sell Spotify Stock?

Jun 22, 2025

Is It Time to Sell Spotify Stock?

Spotify is up 429% since the Asymmetric Investing Spotlight. Is it time to trim the position?

SPOT

MGM Resorts & Spotify Earnings

May 2, 2025

MGM Resorts & Spotify Earnings

A value stock and a monster performer that's getting a little expensive.

MGM

+1

Spotify Now "Owns Your Ears"

Feb 6, 2025

Spotify Now "Owns Your Ears"

Spotify has won the audio business and is now a money making machine.

SPOT

The Smiling Curve Wins Again

Nov 15, 2024

The Smiling Curve Wins Again

Why Spotify, Zillow, and Disney are all up big.

Z

+2

Earnings Preview: Spotify, Zillow, Airbnb, Robinhood, and Dropbox

Oct 25, 2024

Earnings Preview: Spotify, Zillow, Airbnb, Robinhood, and Dropbox

Are we in for another round of earnings beats?

Z

+4

Does The Spotify Story Still Have Legs?

Oct 12, 2024

Does The Spotify Story Still Have Legs?

Advertising, bundling, and video are the keys to Spotify's future.

SPOT

Spotify's Year of Efficiency

Dec 5, 2023

Spotify's Year of Efficiency

"We need to become a great business"

SPOT

Earnings Update: Spotify

Jul 28, 2023

Earnings Update: Spotify

The good, the bad, and the market's reaction.

SPOT

Earnings Recap: Peloton, Spotify, and GM

May 10, 2023

Earnings Recap: Peloton, Spotify, and GM

Everything you need to know about Q1 2023 earnings.

SPOT

+2

Asymmetric Investing Deep Dive: Spotify

Mar 31, 2023

Asymmetric Investing Deep Dive: Spotify

Why Spotify has 10x return potenial for investors long-term.

SPOT