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19min chapter
Reddit - Julian Lin's top conviction idea
Investing Experts
Analyzing Analyst Ratings and Reddit's Potential Growth
The chapter delves into recent analyst ratings post the IPO quiet period, highlighting a mix of opinions from sells to strong buys. It discusses disparities in evaluation assumptions and the caution around timing for investing in a newly IPOed stock. The comparison between Reddit and social media giants, emphasis on user growth and profitability, and potential collaborations driven by Sam Altman's involvement are also key points of discussion.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode