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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP065: Spotify (SPOT): Investing in Music in the Age of AI w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O'Malley and Daniel Mahncke explore Spotify Inc. (ticker: SPOT), the world's largest audio streaming platform, and assess whether the company can sustain its growth and improve margins against fierce competition from YouTube, Apple, and Amazon, or whether it will remain trapped as a low-margin intermediary in the music industry. Spotify saved the recorded music industry from piracy and built a platform that over 750 million people use monthly.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro00:13:25 - How Spotify saved the recorded music industry from piracy00:24:40 - Why the freemium business model was ke...