Reddit - Julian Lin's top conviction idea - podcast episode cover

Reddit - Julian Lin's top conviction idea

Apr 25, 202432 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Julian Lin goes in-depth on his top conviction idea, Reddit (0:30). IPO quiet period recently ended, analysts' uneven coverage (4:15). Meta and Reddit - a valid comparison? (6:25). How to measure Reddit within the broader tech picture (10:30). Upcoming earnings (13:50). Sam Altman as major shareholder; curious insider IPO non-selling (16:25). Reddit very close to generating profitability (23:00). Recent large cap tech earnings (27:10).

Julian's Best of Breed Growth Stocks

Show Notes:
Reddit Stock IPO: Rise Of The Memes - Strong Buy Rating, $60 PT
Julian Lin On Palantir, Google, Meta And Apple
Reddit coverage

Episode transcripts

For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

For the best experience, listen in Metacast app for iOS or Android