Is Spotify a sleeping ad giant?

70% upside to the stock if their push into advertising was fully priced in

The Introduction

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…