Is Spotify a sleeping ad giant?
70% upside to the stock if their push into advertising was fully priced in
Great investment opportunities often exist when a company with a strong track record tells you what they are going to do, but because it is highly ambitious, markets do not give them credit until they show tangible progress on execution. Spotify in early 2022 may be such a case.
I suspect I do not have to introduce this company much beca…
Keep reading with a 7-day free trial
Subscribe to Fallacy Alarm to keep reading this post and get 7 days of free access to the full post archives.