- GritALPHA
- Posts
- Tuning In!
Tuning In!
This streaming giant is up +110% in just one year.
Together with Your Best Credit Cards
Welcome to the VIP edition newsletter from ALPHA, our end-of-month Stock Deep Dive! We're committed to delivering top-notch financial insights, expert analysis and research, and market updates to help you make informed investment decisions.
In this edition, you’ll read an in-depth analysis of a stock that just can’t seem to be stopped.
Before you read on, be sure to check out the travel rewards bonus offer below. It’s one of the best we’ve ever seen.
Consider checking out a huge 100,000 point offer on one of our favorite travel rewards credit cards. This is the best of the year on this card!
Stock Deep Dive: Spotify (SPOT-US, $123B MCAP)
I don’t think this is over yet.
Despite the market rally that we saw last week, and some positive trade headlines, I think we are far from out of the woods yet. There will be quite a while until we reach clarity on trade policy, as nothing here gets resolved overnight. Not even in 90 days. There will be rolling headlines that we have to deal with over the next several quarters that will lead to more confusion, and…more volatility.
In a sea of doubt, look for what I call “lighthouse” stocks. Those that are set on solid ground and can guide you through choppy waters.
This week’s pick lines up with my last one, in that it is part of the consumer entertainment portfolio that will be the last thing cut in the household budget.
They have also turned what was once taboo from companies like Napster into a digitally distributed powerhouse that finally “got it right”.
We were never going to keep buying individual albums on iTunes, we were always going to stream them. And now… we stream it through Spotify.
Why now? 👉 A Recession-Resilient Platform
Overview 👉 What Does Spotify Do?
Product Suite 👉 Ad-Supported, Paid, Podcasts
International Expansion 👉 Traction in New Geographies
By The Numbers 👉 Key Metrics
Risks 👉 Potential Pitfalls