Spotify’s 2022 Investor Day Review

JDP Updates

June 08, 2022

On June 8 Spotify held its first investor day since going public in 2018. The event was excellent and did a great job of helping investors understand how disconnected the business’s earning power is from price today. Spotify is a core fund position and we wanted to share our thoughts on the event and a few highlights that we found important to the investment thesis.


Spotify's 2022 Investor Day Review