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Best of Breed Growth Stocks' Julian Lin thesis on king of the meme stocks, Reddit $RDDT

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Manage episode 415191373 series 2789730
Inhalt bereitgestellt von Andrew Walker. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Andrew Walker oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Julian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT).

$RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea

Chapters:

[0:00] Introduction + Episode sponsor: YCharts

[1:22] What is Reddit $RDDT and why is it interesting to Julian

[2:58] $RDDT bull case

[14:09] Network effects

[20:46] $RDDT bear case: when will they become profitable? What are they spending R&D on?

[30:45] Valuation

[33:48] $RDDT vs. tier 2 social media platforms (Pinterest, Twitter, SnapChat) / mismanagement

[45:27] Valuation cont'd

[56:53] $RDDT Growth strategy

[1:02:23] $RDDT's Biggest misperceptions

This episode is sponsored by our friends at YCharts

A typical day in the life of a financial advisor calls for back-to-back client meetings, juggling portfolio management, and the consistent desire to improve client relationships. YCharts’ report and proposal tools could be the missing piece to help you effectively handle these time-consuming tasks.

Now more than ever, clients want to hear from their advisors. And with user-friendly templates at your disposal, generating impactful client reports can be easily integrated into your everyday routine, helping you free up time and focus on what matters most: enhancing client interactions and growing AUM.

Join thousands of users who rely on YCharts by leveraging personalized proposal reports to truly showcase your value add. Click the link in the show notes to start your free YCharts trial and tell them I sent you (new customers only): https://go.ycharts.com/yet-another-value

  continue reading

272 Episoden

Artwork
iconTeilen
 
Manage episode 415191373 series 2789730
Inhalt bereitgestellt von Andrew Walker. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Andrew Walker oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Julian Lin, Founder of Best of Breed Growth Stocks, an investment newsletter, joins the podcast to discuss his thesis on Reddit, Inc. (NYSE: RDDT).

$RDDT write-up on Seeking Alpha: https://seekingalpha.com/article/4686257-reddit-julian-lins-top-conviction-idea

Chapters:

[0:00] Introduction + Episode sponsor: YCharts

[1:22] What is Reddit $RDDT and why is it interesting to Julian

[2:58] $RDDT bull case

[14:09] Network effects

[20:46] $RDDT bear case: when will they become profitable? What are they spending R&D on?

[30:45] Valuation

[33:48] $RDDT vs. tier 2 social media platforms (Pinterest, Twitter, SnapChat) / mismanagement

[45:27] Valuation cont'd

[56:53] $RDDT Growth strategy

[1:02:23] $RDDT's Biggest misperceptions

This episode is sponsored by our friends at YCharts

A typical day in the life of a financial advisor calls for back-to-back client meetings, juggling portfolio management, and the consistent desire to improve client relationships. YCharts’ report and proposal tools could be the missing piece to help you effectively handle these time-consuming tasks.

Now more than ever, clients want to hear from their advisors. And with user-friendly templates at your disposal, generating impactful client reports can be easily integrated into your everyday routine, helping you free up time and focus on what matters most: enhancing client interactions and growing AUM.

Join thousands of users who rely on YCharts by leveraging personalized proposal reports to truly showcase your value add. Click the link in the show notes to start your free YCharts trial and tell them I sent you (new customers only): https://go.ycharts.com/yet-another-value

  continue reading

272 Episoden

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