Trade Call & Commentary on Spotify

25 days ago

Joseph Carlson

"Now I'll say Spotify is a company I'm seriously considering. I really just want to own it. When I look at Spotify, I see a company now at $140 billion. And yes, it's far more expensive than it was a couple of years ago. And that anchoring bias can be very strong."

The speaker expresses a strong conviction to add to his position in Spotify. He highlights the company's recent win against Apple on direct billing, its strong fundamentals with impressive earnings growth, and positions it as a long-term hold despite its high valuation.

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