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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is Spotify the Main Competitors in the Music Industry?
Spotify is an interesting pick because it's the opposite of Harry's pick. The issue that I see is going to be one of valuation naturally, but when I look at it, it's a $29 billion market cap. At what point does it reach scale? Does that competition from iTunes ever go away? When they do, how much of it falls to the bottom line and so as an investor, what do you actually end up owning? Because do you see the competition going away at any point?
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