Europe · 11 entries · 11 publications
Spotify Technology
As many bullish as bearish among those that state a stance.
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Sign up freeSubstack · Bolsa Desde El Inicio · BolsaDesdeElInicio
¿Y si te dijera que dos empresas con un modelo casi idéntico (ingresos recurrentes, poder para subir precios y márgenes al alza) cotizan a 19 veces beneficios una y a 42 veces la otra?
Substack · Accrued Interest · Accrued Interest (Simeon M.)
My Talk on the Rigatoni Capital Podcast
Since publication +10.8% α +11.9 pp vs S&P 500 · USD
Substack · Lorenzo Bolsa · Lorenzo Couget
300M de suscriptores, márgenes récord y una máquina de free cash flow que ya empieza a recomprar acciones.
Since publication +8.6% α +9.3 pp vs S&P 500 · USD
Substack · Arquitectura de la Inversión
Cómo funciona el negocio detrás de la música en streaming
Since publication +16.9% α +17.8 pp vs S&P 500 · USD
Substack · Moats & Multiples
Why I believe Spotify has one of the widest moats in media
Since publication +21.1% α +18.6 pp vs S&P 500 · USD
Substack · Part-Time Compounding · Francesco Ferrari
Why I sold: thesis exhaustion and risks
Since publication −23.7% α −11.5 pp vs S&P 500 · USD
YouTube · Javier Acción, EAF
Institutional · eToro
Spotify’s stock has been volatile over the years, but its business has been fairly steady. The Daily Breakdown dives into the details. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…
Since publication −1.7% α −14.0 pp vs S&P 500 · USD
YouTube · Investing Talk Podcast - Daily Stock Analysis
Substack · Highbury Capital · Portfolio PRs
One of my highest conviction bets Spotify declined 12% after reporting their results for Q2 2025 but the questions are why?
Since publication −8.7% α −29.7 pp vs S&P 500 · USD
Substack · Aldea Value · Jairo / Aldea Value
La empresa de streaming abre el año creciendo a doble dígito en ingresos, usuarios y generación de caja, aunque por debajo de lo que esperaban las expectativas de mercado.
Since publication −0.8% α −38.8 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.