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Description:
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Alex Morris, founder of The Science of Hitting, comes on the podcast to discuss his investment thesis for Spotify (SPOT). Topics include how Spotify can compete with larger competitors like Apple and Amazon, why Spotify is gaining the upper hand in negotiations with record labels, and how Spotify today rhymes with Netflix in the early stages of their streaming pivot.
The science of hitting substack: https://thescienceofhitting.substack.com/
Chapters
0:00 Intro
1:40 Why is Spotify a good investment?
4:40 How the past year built Alex's confidence in SPOT
7:55 Spotify as Netflix 2.0
11:30 Spotify's discover potential versus Netflix home page
13:40 Bear case #1: Competing with giants
17:35 Bear case #2: Lack of operating leverage and dealing with labels
22:10 Touching on the Taylor Swift re-recording
24:40 Bear case #3: Valuation
32:00 Bear case #4: Opportunity cost versus buying Twitter
37:40 Bear case #4 continued: Why not buy a label?
41:37 Live and podcast opportunity
46:10 Spotify's video opportunity
48:20 Content moderation issues
52:45 Spotify's concert and live event opportunity
55:45 What could Spotify acquire?
1:01:40 Alex's closing thoughts |
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