Julian Lin

Justin Lin from Best of Breed Growth Stocks and Julian Lin discuss Reddit, Inc. (NYSE: RDDT) on the podcast. They cover Reddit's bull and bear cases, network effects, mismanagement, valuation, growth strategy, and misconceptions. Comparisons are made with tier 2 social media platforms and the challenges of monetization are explored in depth.

Julian Lin, founder of the Best of Breed Growth Stocks investing group, dives into his bullish stance on Innovative Industrial Properties (IIPR). He discusses the potential impact of cannabis rescheduling on taxes and how it could boost multi-state operators. Lin highlights IIPR’s strong dividend safety and its advantages over rivals. He warns investors about the risks of leverage while praising IIPR’s low debt and conservative management. By focusing on fundamentals, he emphasizes the importance of valuation in navigating market hype.

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.

Experts Julian Lin, Tim Seymour, and Pablo Zuanic dive into cannabis investing strategies, metrics for evaluating stocks, sector entry points, election year investments, and rescheduling implications. Topics include cannabis industry opportunities, challenges, federal legalization impact, investment opportunities, evolving trends, and election effects on THC products, stigma, and health benefits.

Bengal Capital's Jerry Derevyanny and Julian Lin discuss NewLake Capital and cannabis REITs, highlighting valuation trends and redeployment risks. They delve into the impact of lease expirations on yields and analyze the effects of legalization on pricing and leverage in the industry.