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TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Focus on User Growth: Spotify Investment Thesis
The key investment thesis for Spotify revolves around its potential to reach one billion users, especially since it currently has 574 million users. This user growth is crucial for the company's success and forms the basis of the investment opportunity in Spotify stock.
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