🕶️ As Seen On rT Live. OOTD #FeetFashion
🕶️ I’m Live on rT via TAYsearch 10.0 App. I’m Opening Up PR * The New Prada "Complexion" Products Really Caught My Eye. So Good.. 
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🕶️All Gorgeous Women Look Good As A Boy or A Girl. It’s The Fine Shit Balance. Kelis Is Often Imitated But Neveeeeeeeer Duplicated. #OneOfOne A Real Fly Gworl Icon. #1of1 Happy Women’s History Month. #NoSuchThingAsTooMuchSauce 🗽
🕶️🤍You Can See The Live On RoseTAY.com x TAYsearch 10.0App. Just Type Fine Sht Friday. I Don’t Post This Content On YouTube , Instagram Or TikTok. Only RT 😇
🕶️I Have Almost 1Million PAID Subscribers On A Search Platform That I Own x Created From Scratch. #SmileAtThat That’s Why I Don’t Engage On Free Social Platforms.
🕶️I’m Tooo Busy Engaging On My Search Platform. 🤓 I’m Not Coming Soon. I’m Already Here Dummy. Been Here H*e. #NiggasKnow This Is What Real Wins Look x Feel Like. It’s No Weird Sht. 🤍🌊
🕶️🤍 S Is For Still Here Cut Off Denim Shorts. $210. I Got Mine From Bergdorf Goodman. As Seen On My Size 8 (No Stretch) A$$ Cheeks On Today’s rT Live. 🤍🤍🤍
🕶️🤍 As Seen On My Feet’s In Today’s rT Live. These Fit Small. I Suggest Going A Half Size Uppppp :)
I’M A MINIMALIST WOC #TAYBAG #WearableTech
$3,400.00 USD As Seen In Today’s rT Live. Sooo Good :)
🕶️March 18th, Paris. Dress code? Confidence.
Something more.® is confidence you can wear, balance you can sense, stories you can share. A promise to experience more, in every moment. A week ago, creatives and friends of Chantelle came together in Paris to celebrate this new chapter. A campaign that redefines how we feel in our bodies. 
This is just the beginning. Get Ready for Something more.® If you know you know. If you don’t, TAYsearch it :) 🤍 Love MooChaCha, The Princess Of Search. 
🕶️You Don’t Like Long Nails? Good For You Btch Good For You Ngga. Then Don’t Wear Them. I Don’t Like Booty Digger Length Nails Or Nails That Look Like Toes And I Let You Hoes Live. That’s Your VolleyBall Coach Gym Teacher Vibe. Coo 😎 Do U x Let Me Do Me. Saying That Only Witches Have Long Nails Is Some Low IQ Religious Cult Sht. Like Is You Coo? Si o No? In My World It’s Called Art. Fine Art At That. Avant Garde Nails Are And Will Alwaaaaysssss Be Stylish. 🤍🤍🤍🤍🤍
🕶️As Seen On rT Live. Mi Casa Es Su Casa . The Bench $6,400 The Pink Onyx Table $3,000 The Stainless Steel Table $4,000
Aleo Vera = Aloe Vera Lol
😇 I’m Live On rT. The Topic is AHA, BHA, x PHA’sssss In TAYsha Skincare. Soooo Good.
Universal Music Group N.V. (OTCPK:UMGNF) (OTCPK:UNVGY) shares plummeted 25% following their recent earnings announcement, and I argue that rightfully so.
I've been covering the company for a long time and have held a bullish viewduring multiple downturns. However, this last report showed several fundamental flaws which made me change my investment thesis.
Let's dive in.
My first article on UMG was published in February of 2023, in which I delved into the company's primary revenue streams, and detailed my long-term investment thesis in the company.
Before we dive into what changed, I think it's important to briefly go over the original analysis.
Universal Music Group is the largest music label in the world, holding a 38% market share. Unlike the two other large labels Sony Group Corporation (SONY) and Warner Music Group Corp. (WMG), UMG continues to gain share, despite the ongoing rise of indies.
As a category, music consumption is one of the cheapest forms of media entertainment for the end user, as digital service providers ("DSPs") like Spotify Technology S.A. (SPOT), Apple Inc. (AAPL), Alphabet Inc.'s (GOOG) (GOOGL) YouTube, and Amazon.com, Inc. (AMZN) operate in a highly competitive environment.
However, generally speaking, the labels are supposedly complacent as to which DSP is succeeding, as long as digital music continues to grow at a double-digit pace in both engagement and subscribers (this is a key aspect that I got wrong, remember for later).
The combination of the above two factors should lead to consistent top-line growth. On top of that, music, unlike other forms of digital content, remains relevant essentially forever. This should presumably create a significant runway for operational leverage, as an album that was created 40 years ago is still being monetized for essentially no marginal cost.
Despite fears of AI disruption, I viewed UMG as a wide-moat business that should deliver consistent double-digit growth and returns. (Until He Looked A Little Closer) Well, that didn't turn out too well. Let's tackle the reasons why, one by one.
OASIS 👆🏽Is Located In Lyric Market Downtown HTX. Soooooooo Fresh x Clean
🕶️My Hair Smells Like Earl Grey, Kona Coffee, Plumeria x Pikake. My Hair Stylist Said My Hair Is 2C Around The Edges. 3A At The Nape x 3B At The Crown. Um Yeah Ok! :) I Thought I Was Just Afro Latina Kahala Wavy But Ok 3A, B x 2C 🙃. My Jamaican Friends Say I Have "Coolie" Hair 🫦 As Long As My Hair Is Clean, Soft x Full Of Moisture I’m Coolie Lolol. Get It. Cool Lee 😂 🤍
🕶️Why Would I Be Jealous Of Oiled Up Tan TITAYS When I Got My Own? Why Would The Original Care About A Botched Body Replica? We Both Have Slim Thick Body’s. So WAT. You Can Always Tell Who’s Been P*mped Out By Their Mothers. These Type H*es Think Everyone Who’s Fit x Confident Is Their Competition. FOH. I Don’t Compete I Compliment X My Body Is 1,000% Naturallllll. Smile At That. :) 🤍
🕶️Let’s Keep It High Tea x Cute Cakes. Ya’ll Fake Body B*tches Got The Fake Confidence x Fake Self Esteem To Match. Ya’ll Don’t Want No Real Smoke With The Princess (Me) Ya’ll Just Want My Attention So We Can Be Seen As Birds Of A Feather. Sorrrraaaaay. Not Gone Happen Meja. All You Did Was Earn A Spot On Mi Mush List :) . Sit Cho Fake A$$ (Literally) Down Somewhere x Relax. We Are Not Peers. Cheap Weird Pick Me .Love MooChaCha ,The Princess Of Search 😘😇
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🕶️Can You Put Factor Meals In The Tovala? We Shall See. Tovala x Factor Look Cute Together. That Collab Would Work For Sure :)
🍒 Somebody Tell SZA That Her Beauty Line Is NOT Going To Sell Because She’s NOT Authentic x She’s NOT Centered With Her Customer Base. If Anything, She Should Have Sold It As Merch During Her SOS Tour Before People Realized She’s Phony AF x Disingenuous . The Colors Should Be Called Weird Bitch Lip Liner With A Pathological Liar Lip Cream. White Washed Lipstick With A Botched Body Lipgloss. That Would Be Fitting. 😘😇
(She Looked Better Before The Surgeries. Lying About Having Moles Was Just Weird As Well. People W/ Extreme Low Self-esteem Should NOT Sell Beauty Products. No Bueno. Don’t “Transfer” That Self hate To Othersss)
Ya’ll Should Have Better Help Sponsor Ya Struggling Tour Because Clearly You x KL Need The Look. Don’t Nobody Want White Washed Weird Bitch Lips In 2025. That Money Grab Energy Is So 2018. Ya Missed It.👉🏽🚪 GTFOH Solana. :P Will The Real Fly Girls Pleeease Stand Up. Thank You 🤍🤍🤍
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🕶️👆🏾 I Love Them All #SoGood :)
🕶️🤍If You Know You Know If You Don’t TAYsearch It :) Musical News: Um Beyoncé Is Not A Witch. She Admires x Mimics Witches (Wise Women). If She Was A Bruja Her Husband Would Be Physically x Financially Attractive (He’s KneeTha). Her Halitosis Would Be Cured. She Would Have A High IQ X The Ability To Sell Products With Ease. She Would Also Learn To Love Herself x Stop Copying. Stop Coveting x Stop Trying To Compete Where She Does Not Compare. #Ridiculous
🕶️Anywho. Leave That Weird Lost Lady x Her Sweet Babies Alone. She’s Tired. E Fcking Xhausted :) Let Her Musty Stale Vibe Rest In Peace. 🙄 B is For Boriiiiing x Predictable #FakeNews #Capaholics Are Tres Odd.
🕶️Now Trending on TAYsearch :) 👌🏽#Smart
🕶️Would I Ever Get Botox? No. Would I Ever Get Filler ? No . Not For Me. Genetics x Great Skincare x Eating Well x Managing My Stress Properly =‘s MooChaCha Core :) I Like My Look. I Like People With Perfectly Imperfect Faces. The Best Looking Most Attractive People Have Perfectly Imperfect Faces x Bodies. It’s Always Been That Way
🎶🎶🎶 So Much Great Musica :)
🕶️ But First Cafe ☕️ One Thing I’m Going To Do Is Defend x Take Up For Myself. You Sneak Hit Me. I’m Hitting You Back Way Harder x Broad Daaaay :) Play Victim If You Want. Nobody Caresssss Ma’am/Sir #GoAway Ew
🤍🤍🕶️ Soooo Good :)
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