A discussion on Spotify's Q3 FY21 results. Focal points include the company's podcast strategy (O&E, creator tools, etc.), its long-term strategic vision, and other notable recent decisions (for example, the repurchase authorization).

An update on The Walt Disney Company (DIS) following the Q3 FY21 results, featuring Francisco Olivera (@FrancoOlivera on Twitter). As always, if you're interested in complete access to my equity research, as well as transparency around all portfolio changes before they're implemented, please subscribe to the TSOH Investment Research Service.

https://thescienceofhitting.substack.com/about?utm_source=menu-dropdown

A discussion with my friend Jason Greenwald. 

We discussed his background in real estate, what the 2008 foreclosure market taught him about human psychology, his early days as an equity investor, and his investment in The Walt Disney Company (disclosure: at the time of recording, Jason and I were both long DIS). Enjoy!

You can follow him on Twitter @JGreenwald86.

An update on Spotify, the world's leading audio streaming service, with my friends Francisco Olivera (@francoolivera) and Sleepwell Capital (@SleepwellCap). Follow Francisco and Sleepwell on Twitter, and subscribe Sleepwell's Substack (sleepwell.substack.com). In addition, you can subscribe to my Substack, where I provide completely transparency on all of my investment research and all of my portfolio decision-making, at thescienceofhitting.substack.com

An introduction to the TSOH Investment Research Service