The Reddit Story: Valuing the Front Page of the Internet

Shawn O’Malley and Daniel Mahnke analyze Reddit (RDDT), which became profitable in 2024 and is seeing strong user growth and economies of scale.

What you’ll learn here:
00:00:00 - Intro
00:00:52 - Why people come to Reddit and why the platform might be very durable
00:03:08 - Why Reddit is such a unique social media platform
00:08:06 - What underpins the symbiotic relationship between Google and Reddit
00:50:37 - How Reddit uses language translation to make its content accessible to anyone worldwide
00:29:15 - How the company is tapping into AI models’ demand for data to earn licensing fees
00:34:11 - What Reddit is doing to revamp its advertising business
00:53:17 - How Reddit can grow internationally
01:07:37 - What is Reddit’s intrinsic value per share
01:13:52 - Whether Shawn & Daniel add RDDT to The Intrinsic Value Portfolio
01:22:10 - Outro

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