In this episode of "One Investment Away," we delve into an intriguing question: "What will Spotify look like 20 years from now?" Join us as we explore Spotify's future, dissect its investment potential, and uncover the secrets behind its enduring success.

What You'll Learn:

• The Future of Spotify: We examine Spotify's potential to not just survive but thrive over the next two decades.


• Investment Strategies for 100x Returns: Learn how to build a portfolio with the goal of significant returns, focusing on fundamental analysis from moat to management.


• Deep Dive into Spotify’s Business Health: An in-depth look at Spotify’s growth prospects, challenges, and financial health, including insights from CEO Daniel Ek.


• Industry Trends and User Experience: Explore the evolving landscape of music and podcast streaming and what it means for Spotify.


• Predictive Analysis for Future Growth: How to use past performance data to forecast future trends in investment.


• Spotify's Ambitious Financial Targets: Unpacking Spotify's goals for revenue growth and market expansion.

Chapters:

[00:00:00 ] Future of Spotify: Next 20 Years

   - Discussing Spotify's long-term presence and evolution.

[00:01:30 ] Investment Strategies and OIA Portfolio Building

   - Deep dive into fundamental analysis and portfolio development.

[00:03:00 ] Spotify's Survival and Growth Analysis

   - Evaluating Spotify's potential to thrive over the next two decades.

[00:04:30 ] Spotify's Business and Industry Outlook

   - Analyzing growth rates, industry position, and future prospects.

[00:06:00 ] Investment Metaphors and Market Insights

   - Exploring company growth by looking backwards.

[00:07:30 ] Spotify's Competitive Edge and Market Position

   - Assessing Spotify's total addressable market and competitive advantages.

[00:09:00 ] Research Techniques for Investment Decisions

   - Tools and methods for insightful investment research.

[00:10:30 ] Financial Health: Spotify's Revenue and Growth

   - Detailed analysis of Spotify's revenue sources and financial growth.

[00:12:00 ] Beyond Historical Data: Predicting Spotify's Future

   - Looking at Spotify's past performance to forecast future trends.

[00:13:30 ] Spotify's Financial Goals and Market Predictions

    - Exploring Spotify's target revenue and growth expectations.

[00:15:00 ] User Experience and Market Leadership

    - Discussing Spotify's user experience and market dominance.

[00:16:30 ] Podcasts, Music, and Future Industry Trends

    - Analyzing the role of podcasts and music in Spotify's strategy.

[00:18:00 ] Spotify's Expanding Market and Future Potential

    - Exploring Spotify's potential market growth and future opportunities.

[00:19:30 ] Concluding Thoughts: Spotify's Investment Viability

    - Final insights on Spotify's long-term investment potential.

[00:21:00 ] Reminder: Investment Due Diligence

    - Closing reminder for personal research and responsibility in investing.

Featured Resources

• Daniel Ek's Insights: Gain valuable perspectives from Spotify's CEO on the company's strategies.


• Financial Data Compilers and Reports: Utilize these tools for an analytical deep dive into Spotify’s financials.


• ChatGPT and Google: Discover how these tools can revolutionize investment research.


• Smartphone Market Analysis: Understanding Spotify's Total Addressable Market (TAM) through smartphone user statistics.


• Industry Projections from Grandview Research: Get informed about the expected growth rates in the music streaming industry.


• Rule of 72: A simple mathematical concept used to estimate investment growth rates.

Disclaimer:

I own shares in the company discussed (SPOT). This podcast is for education and entertainment purposes only. This is not to be considered financial advice. I am not your financial advisor, nor have I considered your personal situation as your fiduciary.