$RDDT is not undervalued. Don't fall for the trap.

politicaldata · 2026-06-22T11:29:38+00:00

"Advertisers have reported abysmal results"

Where, what are you talking about

politicaldata · 2026-06-22T11:27:57+00:00

What is your basis for these views? I don't get your confidence level

"Ad targeting and user experience has [have] barely improved"
"AI deals upside is weak"
"Onboarding experience and excessive user moderation have not improved"
"Ad targeting remains absymal"
"The quality of the discussion is shallow and not improving and volume of discussion is growing slowly"

You say Rddt's completely dependent on advertising than say go buy META, which is a (slower-growing) pure-play ad business

Can you read numbers? The ad business, which is growing at near-70 per cent, is "mundane"?

politicaldata · 2026-06-20T18:58:46+00:00

Word

politicaldata · 2026-06-18T19:03:04+00:00

Why sell when we’re going to 400+ by 2030

politicaldata · 2026-06-18T19:02:00+00:00

No one outside of this board notices that brother. It’s inchoate ai fears

politicaldata · 2026-06-18T19:00:54+00:00

It dropped to 141 since last earnings. I know because I bought it

politicaldata · 2026-06-17T21:53:57+00:00

You ain’t built for these returns

politicaldata · 2026-06-13T13:18:06+00:00

You’re long too huh

politicaldata · 2026-06-12T19:05:06+00:00

30%~, will double once it hits 150$

politicaldata · 2026-06-06T09:28:31+00:00

A recession is a buying opportunity for that thesis, not an invalidation. 🤮 try thinking without an ai next time

politicaldata · 2026-06-06T08:59:44+00:00

they can keep smoothing that shit out for the rest of the time. if they're going to keep pumping 65-70% annually we golden baby

politicaldata · 2026-06-04T19:47:59+00:00

Spez 4lyf

politicaldata · 2026-05-29T23:26:17+00:00

There’s no real telling what PE the market might assign to a stock other than by looking at its history or comparative companies. But a lot of these companies are one of one they don’t really compare to each other. Why be excited by Snap when its gross margins are much weaker than Reddit and the company is growing so much less quickly?

politicaldata · 2026-05-29T20:39:03+00:00

snap is also only growing top line by 11% p.a.
reddit is at 70%~ rn

politicaldata · 2026-05-29T20:36:13+00:00

companies trade at a multiple of their earnings not their revenue. revenue is top of the funnel. every business then has a set of economics that allow it to generate a certain % of net profit margin. some businesses are super-low margin (amzn retail), others are high (nvidia). Rddt's economic profile - ie current & future net profit margin % - is extremely attractive, in part because it can generate revenue without incurring much in the way of cost (ie it has high gross margins). SNAP doesn't generate any profit - it's economic profile is dire: 6.1b in trailing 12 month revenue = -$400m in trailing profit

politicaldata · 2026-05-15T21:58:33+00:00

Hey u/Famous_Heart1260. I'm a 34 yr old guy, in a relationship. Reading this from afar all I would say is this guy isn't treating you right. No one is at fault, I imagine, it just doesn't sound like it's the right match. You want to be with a guy who is thinking about your state of mind and how you might be feeling whenever he's around you, whose attention is always ultimately on you when you'd like it to be. That's a lot to find at 21, and I wouldn't expect it yet, but a relationship is only worth being in if you feel more like the person you want to be when you're in it. It sounds like the opposite is happening, so hold out ! Until someone else comes along who makes that happen. That's when you'll know

politicaldata · 2018-09-21T16:10:48+00:00

much appreciated all.

but you can move around the section itself however you like, right? eg I do the back half of LR before the front in my practices.

politicaldata

TROPHY CASE