Episode description
In this week's episode, Candice and Felicity update their Order Pad with Spotify and Nuix.
Candice is pitching Spotify. It has the potential to grow double digits in the market based on a pathway to strong profitability and a winner-takes-most business model in the music, and entertainment streaming industry. She outlines that the stronger-than-expected financial outlook is a positive catalyst for SPOTIFY, and importantly their pathway to stronger profitability appears to be happening at a faster-than-expected pace.
Felicity is pitching Nuix. It's set for a re-rate and also double-digit upside potential in the markets based on the business's positioning in the emerging tech markets as AI and machine learning takes off. NXL is one to watch with its developments in the realms of big data, cybersecurity and compliance.
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