Aubrey Capital Management: Netflix, Spotify, and the power of subscriber loyalty

Subscriber loyalty isn’t just a buzzword—it’s a strategic moat. Aubrey Capital Management dives deep into how Netflix and Spotify have weathered market turbulence and emerged stronger, thanks to their deeply entrenched user bases and smart monetisation strategies. From cracking down on password sharing to launching premium tiers, these platforms are redefining what it means to be indispensable. A must-read for anyone tracking the evolution of digital consumer habits and long-term growth investing.

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