DiscoverOne Investment AwaySpotify Analysis - Deep Dive Part 1
Spotify Analysis - Deep Dive Part 1

Spotify Analysis - Deep Dive Part 1

Update: 2023-10-23
Share

Description

Join me, your financial Sherpa Ryan Chudyk, as we embark on an exhilarating journey to uncover the next big investment opportunity, defying all odds and unraveling the intriguing discrepancy between Spotify's astounding growth and yet baffling stock price plummet.

In this episode of One Investment Away, we truly begin our deep dive into the fascinating world of Stock Analysis for Spotify (Ticker SPOT), a company that's not only revolutionizing the music and podcast industry but also holds potential for being a game-changing investment.


In this episode, you will be able to:



  • Discover investment opportunities with high ROI potential and the strategy I use to maximize the return.



  • Explore the investment potential of Spotify (Ticker SPOT) and uncover the key factors that make it a lucrative value investment opportunity.



  • Learn why 90% of investment information is simply opinion & may even be useless and how to gather information from the most reliable sources



  • Uncover strategies for avoiding behavioral biases in your investment analysis and ensure your decisions are based on objective reasoning.



  • Understand the importance of conducting thorough due diligence and how it can safeguard your investments from potential pitfalls.




(00:00 ) - Introduction
Ryan Chudyk introduces the podcast, the focus on finding a 10 to 100X return investment, and mentions the spotlight on Spotify for the episode.


(02:07 ) - Spotify’s Growth Metrics
The host discusses Spotify's impressive growth metrics over the past four years, highlighting a consistent 26% growth rate in various areas including subscriber and revenue growth, contrasted by an unexpected stock price decline.


(03:12 ) - Unveiling Spotify as the Focus
Introduction to Spotify as the main focus of the episode, hinting at a deep dive analysis to understand its potential as a 'one investment away' candidate.


(03:49 ) - Why You Should Invest For Time (Not Money)
Discussion on the concept of investing as a means to save and reclaim time, emphasizing the return on time (ROT) alongside the return on investment.


(06:59 ) - The Ask and Answer (AAA) Analysis
Introduction to the Ask and Answer Analysis approach, emphasizing understanding the 'what,' 'why,' and 'when' of investing in a company like Spotify.


(09:07 ) - Company Familiarity and Interest
The importance of liking and understanding the company you invest in, making the analysis process enjoyable and effective.


(10:17 ) - Time-Efficient Analysis Approach
Discussion on hacking time to conduct thorough analysis within limited time frames, emphasizing focus on crucial aspects to make smart investment decisions.


(14:10 ) - Utilizing Official Reports for Analysis
Advice on consulting official annual and quarterly reports, and proxy statements for accurate information during analysis.


(16:00 ) - Nick Sleep's Expiration Date Concept
Introduction to the concept of expiration date analysis, distinguishing between temporary facts and lasting knowledge.


(18:13 ) - Cognitive Biases in Investing
Discussion on the potential biases that may affect investment decisions, and the necessity of being aware of them.


(20:37 ) - Conviction and Long-Term Holding
The importance of having conviction in your investments to hold for the long-term and achieve the desired 100X return.


(21:37 ) - Agenda for Spotify Analysis
Laying out the agenda for the in-depth analysis of Spotify, including understanding the business, the problems it solves, its long-term potential, and personal fit for investment.




Quotable:


"Investing isn't just about making money, it's about making time. And the better your returns, the more time you actually get to put back in your pocket and spend how you choose."


- Ryan Chudyk




Disclaimer:


This is for education and entertainment purposes only. This is not financial advice. Ryan is not your financial advisor, nor has he considered you personal situation as your fiduciary.

Comments 
In Channel
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Spotify Analysis - Deep Dive Part 1

Spotify Analysis - Deep Dive Part 1

Ryan Chudyk