Offshore
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Antonio Linares
$SPOT Q1 2024 earnings are in:
Margins continue to expand, with profitability going up.
Gross margins came in stronger than expected at 27.6%, beating company guidance of 26.4%.
$SPOT said it expects margins to tick up to 28.1% in the second quarter, primarily driven by year-over-year improvements in music and podcasting.
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$SPOT Q1 2024 earnings are in:
Margins continue to expand, with profitability going up.
Gross margins came in stronger than expected at 27.6%, beating company guidance of 26.4%.
$SPOT said it expects margins to tick up to 28.1% in the second quarter, primarily driven by year-over-year improvements in music and podcasting.
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Antonio Linares
Many will be surprised to see $SPOT turning into a cash machine, with some very impressive Q1 results. Here's a summary of why this is happening:
1. $SPOT has no real competition.
2. It is a formidable organization, with essentially the same DNA as $AMZN, $TSLA and other great companies of our time.
3. Over the past few years, they have been focused on growth and on diversifying into new audio verticals (podcasts, audiobooks and newer ones).
4. The push towards podcasts weighed on gross margins, but this pressure is starting to elapse as $SPOT has come to dominate the podcast market.
5. $SPOT is now focused on profitability as well. By adding making money into its list of core priorities, together with its exceptional organizational properties, it's only a matter of time before they make a lot of money.
6. Q1 2024 is just the beginning.
tweet
Many will be surprised to see $SPOT turning into a cash machine, with some very impressive Q1 results. Here's a summary of why this is happening:
1. $SPOT has no real competition.
2. It is a formidable organization, with essentially the same DNA as $AMZN, $TSLA and other great companies of our time.
3. Over the past few years, they have been focused on growth and on diversifying into new audio verticals (podcasts, audiobooks and newer ones).
4. The push towards podcasts weighed on gross margins, but this pressure is starting to elapse as $SPOT has come to dominate the podcast market.
5. $SPOT is now focused on profitability as well. By adding making money into its list of core priorities, together with its exceptional organizational properties, it's only a matter of time before they make a lot of money.
6. Q1 2024 is just the beginning.
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Offshore
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The Long Investor
$TGT has so far made a V shape recovery, the right shoulder now retesting the 200 Day MA would be a nice opportunity for those who missed out on the 80% jump in 5 months. https://t.co/47quhRVfn0
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$TGT has so far made a V shape recovery, the right shoulder now retesting the 200 Day MA would be a nice opportunity for those who missed out on the 80% jump in 5 months. https://t.co/47quhRVfn0
$TGT is now up 73% since its October '23 low when people thought opinions weighed more than fundamentals.
Smart money bought up this undervalued position. tweet
Antonio Linares
Thank you for enduring them ser
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Thank you for enduring them ser
@alc2022 Fantastic. Thank you for the amazing deep dives. tweet
X (formerly Twitter)
perezlinaza (@perezlinaza) on X
@alc2022 Fantastic. Thank you for the amazing deep dives.
Offshore
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Daniel
Just published a new write-up.
Great opportunity with the potential to become a multi-bagger in the next 1-3 years.
(Link in bio) https://t.co/KQHZYLdXNg
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Just published a new write-up.
Great opportunity with the potential to become a multi-bagger in the next 1-3 years.
(Link in bio) https://t.co/KQHZYLdXNg
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Offshore
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Giuliano
For anyone interested in $BUR's research, it's at my blog.
It was written for paid subs, but you can use the 7-day free trial.
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For anyone interested in $BUR's research, it's at my blog.
It was written for paid subs, but you can use the 7-day free trial.
I wrote a 60-pages equity report on a quite obscure business, $BUR.
Here are the most important things to know about the company: https://t.co/JgZ6BnVMGp tweet
Offshore
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Antonio Linares
RT @jamesjsphk: @alc2022 Operating leverage starting to take effect! https://t.co/GdcYd799a1
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RT @jamesjsphk: @alc2022 Operating leverage starting to take effect! https://t.co/GdcYd799a1
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