Investing Experts
Reddit - Julian Lin's top conviction idea
Apr 25, 2024
Investor Julian Lin discusses Reddit as his top conviction idea post-IPO quiet period. Analysts' opinions vary, comparing Reddit to Meta. Reddit close to profitability, Sam Altman's involvement noted. Analysis of tech companies' performances and valuations, including revenue metrics and monetization strategies.
31:51
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Quick takeaways
- Reddit's under-monetization presents potential for revenue growth and re-rating by investors.
- Strong user growth, improved revenue per user, and cost discipline are critical for Reddit's profitability and growth trajectory.
Deep dives
Reddit IPO and its Potential as a High Conviction Investment
Reddit recently IPO'd, viewed by many as a meme stock due to its origins on Wall Street Bets subreddit. Despite negative sentiment, the speaker sees it as a top conviction idea, citing potential for growth and re-rating. Reddit's under-monetized nature compared to other tech giants like Meta platforms presents an opportunity for accelerated revenue growth and re-rating by investors.
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