Red Dog Capital on X
@realroseceline $SPOT
NYSE
Spotify Technology S.A.
SPOT
5 stories
$108B Market cap · 2026-10-14
Spotify 2Q'26: Pressing the Monetization Lever
Spotify reached 300 million Premium subscribers in 2Q26 and is increasing free-service friction in emerging markets to lift conversion and…
Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital
Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.
[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
Spotify and Universal Music Group will offer licensed AI song covers and remixes as a Premium add-on, with artist opt-in and royalty…
The Formula Hiding in Plain Sight
Spotify’s 761 million MAUs and investor-day formula explain how it holds off Apple, Amazon and YouTube Music despite their loss-leader…
Investor Letters
Letters that discuss SPOT.
- Harding Loevner International Equity Second Quarter 2026 Report Second Quarter 2026 035420 $21BNTES $80BSKHY $838B
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Q1 2026 ASMXF $41BCOHR $62BCOMP $6.8B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Q1 2026 AMZN $2.8TEW $49BGEV $251B
- Artisan Partners Quarterly Commentary, Artisan Mid Cap Fund Q4 2025 ALAB $56BARGNF $43BASND $15B
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Q4 2025 0A3T ALAB $56BARGNF $43B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Q3 2025 ADDDF $30BAMZN $2.8TARGNF $43B
- Rowan Street Capital Rowan Street Q2 2025 Letter first half of 2025 ADYEY $31BDNOPF $8.9BMETA $1.9T
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Q3 2026 CLH $17BCOMP $6.8BFTAI $17B
- Vision Capital Fund Vision Capital Fund - Q2 2025 Quarterly Letter Q2 2025 3690 $55B9618 $38BAMZN $2.8T
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