stonks del rey

investing diary. trying to be a long term investor. bigot free space. tweeting about $spot $googl $sq entertainment media being a 25 year old in brooklyn

[stonks del rey @DelStonks]

I’ve been taking a peek here and there. Uber moved up to my second biggest holding over the past year behind $spot

[stonks del rey @DelStonks]

Big bull moment for me with Dunkin turning on $uber eats

[stonks del rey @DelStonks]

@wolfofharcourt @lordrevenue And if you listen on Apple Music Spotify is still getting paid like a 70 dollar cpm for a host read. Everyone complaining about wanting Spotify to have profit and then sh*tting on them for moving to make money off of their assets.

[stonks del rey @DelStonks]

@wolfofharcourt Good, Spotify milked them for an awareness campaign that their platform has podcasts and now that they are #1 they can put it back on the other services milk the show for ad dollars and go after their competitors like iHeart Media, siriusxm etc bread and butter.

[stonks del rey @DelStonks]

@7LukeHallard @fatbabyfunds As a subscriber of both they serve different purposes

[stonks del rey @DelStonks]

@7LukeHallard @fatbabyfunds Also clearly you don’t use the product because their AI DJ is one of my favorite services they offer

[stonks del rey @DelStonks]

@7LukeHallard @fatbabyfunds I don’t think that’s the claim, it’s wordplay… and giving 8 ball. The 8 ball didn’t use AI and sold millions upon millions of units.

[stonks del rey @DelStonks]

@7LukeHallard @fatbabyfunds Fun engaging marketing something its competitors: Amazon music, Apple Music, YouTube music all suck at.

[stonks del rey @DelStonks]

@romanealy @WavyCapital Profits? It was at like a 5 year low friday

[stonks del rey @DelStonks]

@Jagator904 @TSOH_Investing Which honestly is an underserved music audience digitally. It was a smart positioning move against $appl and $spot

[stonks del rey @DelStonks]

@Jagator904 @TSOH_Investing Middle America or people over 60

[stonks del rey @DelStonks]

@buccocapital Sorry for not being concise, but I watched You People on Netflix this week which is just a regular comedy and could not stop laughing.

[stonks del rey @DelStonks]

@buccocapital Oh and The Menu was flawless in my opinion!

[stonks del rey @DelStonks]

@Dmurr68 Interesting case study, feel like they have been behind the ball for the past few years though. They seem to be stuck in their niche and the audience doesn’t really want them to move anywhere - idk if I see a resurgence coming soon with trends moving away from them.

[stonks del rey @DelStonks]

@pitdesi @elonmusk dont get rid of them, I bet these are more expensive bc they can be contextual ie user is interested in specific tweet (needs better ad rec). I dont think it’s too jarring, it is a similar to many other online ads like google/Reddit that gen z/alpha have used their whole lives.

[stonks del rey @DelStonks]

@CooperASmith @RuncieDan Also $spot mau is 489 million, they added 33 million last quarter.

[stonks del rey @DelStonks]

@CooperASmith @RuncieDan Other markets are converting fast from YouTube! Latin America now largely prefers Spotify and India/Indonesia are rapidly switching over. $spot

[stonks del rey @DelStonks]

@FooterWhite @RuncieDan algorithms love it, the weeknd and lana do it best in terms of mainstream audiences, phoebe bridgers did a great job on a smaller scale though she has grown sorta huge recently

[stonks del rey @DelStonks]

@shuklaBchandra @debarghya_das good, show the great people of india why their product is better than Youtube. sustained growth is proving that their retention is high. This also is the strategy in every region spotify has opened up to.