Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X.
- Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good.
(16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability.
Companies discussed: RDDT, DIS, W, AMZN, KO
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Jason Moser
Producer: Mary Long
Engineers: Dan Boyd
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