Spotting Trouble Ahead

Featuring Colin Gillis

Colin Gillis, director of research at Chatham Road Partners, suggests shorting Spotify. He explains his analysis and the key levels to watch in this interview with Justine Underhill. Filmed on May 30, 2018.

Published on
6 June, 2018
Topic
Valuation, Technology
Duration
6 minutes
Asset class
Equities
Rating
20

Comments

  • ZH

    Zayd H.

    14 7 2018 01:17

    0       0

    Wow wonder what Colin thinks now. Stock is at nearly $188. Still short?

  • JC

    Joe C.

    20 6 2018 14:44

    0       0

    What about the risk of Spotify being acquired? I don't know enough about the risks of shorting shares in an acquired company.

  • AB

    Austin B.

    19 6 2018 00:16

    0       0

    Would be interesting to see if RV could provide a follow up or release comments on this trade as it has greatly continued to work against the laid out idea. Like the shorter time frame video but really more info is needed.

  • ss

    sid s.

    9 6 2018 00:37

    0       0

    great short idea . this stock will be cut in half at least before year end..

  • TM

    Todd M.

    7 6 2018 02:57

    3       0

    Glad to see the pace and vibe pickup! Tight presentation by guest, well edited, fact filled and nice work by Justine. Bravo!
    I would have added some thoughts about the float and increase share release coming. Also - thanks for tightening up the excessive music intro and listening !

  • MC

    Matthew C.

    6 6 2018 23:51

    7       2

    PLEASE TURN THE INTRO MUSIC DOWN ! PLEASE

  • AR

    Alex R.

    6 6 2018 14:07

    3       0

    Like the trade idea segments. However, this one is very short on risk management. He just says "short on strength" but doesn't really say where he is wrong, where he would cut. Seems all a little arbitrary

  • RF

    Rob F.

    6 6 2018 10:28

    27       1

    I realize these are supposed to be bite sized, but a little more depth would be appreciated. The presenter claims there is no operating leverage due to structure of music licensing industry. It would've been great if Justine would have asked him to elaborate on that for a minute or two since it seems to be the crux of his thesis. Without that little bit of extra depth, it's the same empty calorie content you get from traditional cable financial media that you are trying to be different from, IMO.