Historical positionEquityConsumer Internet
SPOT
Spotify Technology
Portfolio weight
Not currently held
This position has been exited. The analysis below is kept as a record of the reasoning at the time and is not maintained as current research. See the Decision Log for the full decision history.
Historical position
Spotify Technology was held and has since been exited. A full written thesis was not archived for this position, so none is reproduced here. Nothing has been reconstructed after the fact.
The decision history for this holding is preserved in the Decision Log, including the dated actions taken and the rationale recorded at the time.