bearish•Spotify•01 Feb 2023 03:44
Spotify 4Q22: Speed + Efficiency?
Promises of future margin expansion because Spotify laid off 6% of its (bloated) workforce and have done a reorg to stress efficiency? Structural...
bearish•Spotify•10 Jun 2022 03:45
Spotify Analyst Day: We’re Going to Be Huge and Profitable in 10 Years
Spotify's Analyst Day came with new disclosures and an aggressive long-term model. For a company that chronically underwhelms the street on...
bearish•Spotify•26 Oct 2022 22:03
Spotify 3Q22: Another TikTok Victim?
Spotify had another murky quarter as margins continue to undershoot despite management talking about more cost discipline in this "new" cost of...
bullish•Tencent•27 Sep 2022 11:06
Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
bullish•Meta Platforms (Facebook)•12 Jul 2022 23:26