Buy SPOT on strong user growth, expanding margins, and a recent pullback in share price.
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The European Stocks We're Buying and Selling in Q2
Playing FTSEApr 12, 2026
The creator is making changes to their stock portfolio, specifically selling Extron due to contracting revenue and compressing margins, and buying Spotify. The rationale for selling Extron is its weakness in the silicon carbide segment and reliance on future recovery. Spotify is being bought for its exceptional Q4 performance, user growth, and expanding margins, despite a high P/E ratio.
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Sell EXTR due to revenue contraction, margin compression, and overcapacity in its key segment.
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