We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks. Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty. Stocks: SPOT, ETSY, LMND Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com