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 Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 📚 Advance your finance career with CFI Education, Inc. Get 30% off with code INVESTORS30. https://corporatefinancialinstitute.pxf.io/c/2463221/1951334/23723 🏠 Your home might be worth more than you think. Earn extra money today with Airbnb. https://airbnb.com/host 💵 Let an Expert handle your taxes on TurboTax. https://turbotax.com/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - Moncler (MONC): Investing in the Next Big Luxury Company: https://youtu.be/zu69wodMLdM - A Deep Dive on Blue Owl Capital: The Next Blackstone?: https://youtu.be/NIliCbe7xH0 - Airbnb: Invest in a Silicon Valley Gem?: https://youtu.be/dqlyctx0te0 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Reddit #RDDT #SocialMediaPlatform #GoogleReddit #AuthenticityInReddit