SPOT
4 tracked calls · 3 long · 1 short · last 90d: 0L/1S
first called by Invest Like the Best 1y ago
SHORT4w ago
“I am very bearish on audio... Spotify being audio first is that there's always going to be a ceiling on ARPU... the CPM, the cost that people are willing to pay for an audio advertisement, is always g”Yet Another Value Podcast
Spotify's audio-only format structurally kneecaps its ad rates compared to video platforms, hitting a permanent ARPU ceiling that makes it a short.
SPOTSHORT@ $460.39
$508.73-10.50%
since call Jun 28
LONG1y ago
“I'd compare like this phase in like AI models training off of like copyrighted data is like the Napster moment”Invest Like the Best
AI training on copyrighted art is the new Napster moment; fighting it loses, building the Spotify of AI wins.
SPOTLONG@ $718.33
$508.73-29.18%
since call Jun 24
LONG1y ago
“huge focus on SaaS, huge focus on all things AI, and huge de-emphasis of consumer-based internet businesses. And so I think that's actually a pretty…”Invest Like the Best
Consumer internet is abandoned for AI and SaaS, leaving mispriced private opportunities for contrarians
SPOTLONG@ $707.93
$508.73-28.14%
since call Jun 17
LONGPOSITION1y ago
“If you look at markets like Sweden, you know, on average, you can just look at the public numbers. Convert about 40%. But if you look at the mature markets, I…”Invest Like the Best
Music industry is structurally undervalued; paid subscribers go from ~500M to billions, multiplying the pie.
SPOTLONG@ $653.75
$508.73-22.18%
since call May 20