The Intrinsic Value Podcast - The Investor’s Podcast Network

TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke

18 snips
Apr 6, 2025
Shawn O’Malley and Daniel Mahnke dive into Reddit's unique community-driven approach and its recent profitability. They discuss the platform's innovative monetization strategies, including licensing AI data, while navigating the balance between user engagement and corporate interests. The hosts explore Reddit's relationship with Google for traffic and its potential for international growth. Additionally, they highlight the challenges posed by recent API changes and the vital role of moderators in maintaining community integrity.
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ANECDOTE

Missed Opportunity

  • Shawn O'Malley participated in Reddit's IPO but sold immediately.
  • He regrets missing out on the stock's subsequent rise.
INSIGHT

Reddit's Power

  • Reddit's value proposition is its unique community-driven structure.
  • Smaller niche subreddits offer higher-quality opinions and expert insights.
INSIGHT

Community and Loyalty

  • Reddit's community-driven model fosters user loyalty and engagement.
  • This is exemplified by subreddits like WallStreetBets with unique languages and cultures.
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