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@AnalysisOp Glad to be back Alex and thanks for the kind words. More to come

@epsbro Music is obviously a major part of the moat. And the labels ensure streaming pricing is always rational / moving higher. Very good for the competitive environment. Labels won’t let other streaming companies undercut Spotify too much on price

@epsbro Obviously something to keep an eye on but I think the consumer habit is pretty entrenched.

@851_171_997_129 That’s my read as well. Bing is a completely different experience. I honestly don’t fully understand

@851_171_997_129 High praise. Appreciate you keeping me posted here

@iarushg Thanks for the interest!

@iarushg I've never read too much into the setup, but obviously pay attention to it. They are going to be positive and the AI infrastructure trade is still game on

@AdamTaheri looks like they are going to need licenses to operate in the OSB markets. I don't see it as a threat to the OSB duopoly right now but continue to monitor the news flow

@CleanedEBIT sometimes you get lucky!

@_Justrealestate @SolutionOrganic starter position as the channel continues to clear. the setup should become compelling again ahead of large grocery launches late this year / early next

@gary_stangs apologies for the delay here. Long term thesis hasn't changed, but I'd favor a starter position as the channel clears. The setup should get compelling again ahead of large grocery launches later this year / early next. Great call by the shorts @West4thCapital

@RobEducated Thanks for the nice note Rob. Had to take care of some personal stuff. I'll be back!

@David_brain8 trying to make sense of this just like everyone else. a lot of unknown right now. fortunately with a long / unlevered portfolio, I don't need to make an emotional decision. will hopefully circle back with more as the dust settles

@SolutionOrganic Sure am. Have taken some profits but still own a good chunk of it

@qcapital2020 Prudent way to look at it. I agree

@JimmyTrustFund 🤝

@len_chan Right now the revenue split for subscription streaming is only for music. This should and probably will change

@SSGY12356 Honestly it remains to be seen. Both good for different reasons. What do you think?