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TIVP014: Reddit (RDDT): Valuing the Front Page of the Internet w/ Shawn O’Malley & Daniel Mahnke
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business.
In this episode, you’ll learn why Reddit is such a unique social media platform, how it cultivates community and authenticity, why the company is surprisingly tied to the hype around AI, what Reddit can do to further improve its business quality, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:12 - Why people come to Reddit and why the platform might be very durable.
04:04 - Why Reddit is such a unique social media platform.
30:15 - How the company is tapping into AI models’ demand for data to earn licensing fees.
35:12 - What Reddit is doing to revamp its advertising business.
36:28 - What underpins the symbiotic relationship between Google and Reddit.
51:12 - How Reddit uses language translation to make its content accessible to anyone worldwide.
51:35 - How Reddit can grow internationally.
1:14:50 - What is Reddit’s intrinsic value per share.
1:19:36 - Whether Shawn & Daniel add RDDT to The Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
View all episodes
By The Investor's Podcast Network
4.6
542542 ratings
In today’s episode, Shawn O’Malley and Daniel Mahnke break down Reddit (ticker: RDDT), an emerging social media giant. Reddit became profitable for the first time in 2024, and as its user growth accelerates, the company appears to be achieving economies of scale, making it a very promising business.
In this episode, you’ll learn why Reddit is such a unique social media platform, how it cultivates community and authenticity, why the company is surprisingly tied to the hype around AI, what Reddit can do to further improve its business quality, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:12 - Why people come to Reddit and why the platform might be very durable.
04:04 - Why Reddit is such a unique social media platform.
30:15 - How the company is tapping into AI models’ demand for data to earn licensing fees.
35:12 - What Reddit is doing to revamp its advertising business.
36:28 - What underpins the symbiotic relationship between Google and Reddit.
51:12 - How Reddit uses language translation to make its content accessible to anyone worldwide.
51:35 - How Reddit can grow internationally.
1:14:50 - What is Reddit’s intrinsic value per share.
1:19:36 - Whether Shawn & Daniel add RDDT to The Intrinsic Value Portfolio.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
NEW TO THE SHOW?
SPONSORS
Support our free podcast by supporting our sponsors:
Connect with Shawn: Twitter | LinkedIn | Email
Connect with Daniel: Twitter | LinkedIn | Email
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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