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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analyzing Analyst Ratings and Reddit's Potential Growth
03:19 • 19min
Analysis of Reddit's Profitability Potential and Shorting Discussion
22:05 • 2min
In-depth Analysis of Revenue Metrics and Platform Monetization Strategies
24:16 • 3min
Analysis of Tech Companies' Performance and Valuations
26:54 • 5min