Long Spotify — pricing power finally turning on

by @frank · pick date Jan. 23, 2026 · indefinite · Open · benchmark S&P 500 · performance through June 19, 2026

-5.00%Total return

-13.32%IRR (annualized)

-20.76%Alpha (ann.)

0.93Beta

0.05Sharpe

0.08Sortino

59.87%Volatility (ann.)

-26.07%Max drawdown

131Days held

Pick (active)

Pick (hypothetical, outside active window)

S&P 500

Drag the chart left/right to see how the strategy would have looked outside the pick's active window.

Thesis & evidence

First real price hikes in years are sticking; podcast cost cuts already flowing through.

Gifts are coming soon.
Send $10 to the pick's author to attach a public gift & message. Not yet implemented.