Investment Q&A

Q: Hi 5i
From what I understand google has changed its AI driven search algorithm which will impact reddits traffic and revenues.
How would you evaluate the risk to RDDTs business and what action has reddit taken to fight this.
Where do you see reddit and SP going from here and would 5i start a new position at this time?
How comfortable, (1-10 rating with 1 being highest) would 5i be holding this one heading into earnings?
thx

Q: Hi Team,
Would you consider Rddt a long term buying opportunity here with shares being more than cut in half this year? Does Rddt have the potential to be an early stage Meta perhaps? Is the business model similar to meta with mostly advertising revenue ?

Thanks ,
Shane

Q: Would you be able to comment on VericalScope's recent results? Would you buy, sell or hold? Thank you for your wonderful service.

Q: Hi team ,
What happened to Rddt today ? I seen last night after hours it was up around 17% or something on earnings . Today it ended -4%. Which move was the right one ? What do you think of the company and future prospects and is it worth buying the name ?


Thanks ,

Shane

Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks

Q: Hello 5i
Do you favour HOOD or RDDT after recent earnings and forecasts? A short explanation would be appreciated.
Thank you
Dave

Q: Thoughts on earnings?

Specifically I want to ask about these three line items from full year 2024 earnings:

"Total revenue increased 62% year-over-year to $1.3 billion, Ad revenue increased 50% year-over-year to $1.2 billion, and Other revenue reached $114.7 million

Gross margin was 90.5%, an improvement of 430 basis points from the prior year

Free Cash Flow was $215.8 million and capital expenditures were $6.2 million, less than 1% of revenue"

With gross margin being high and Cap-ex being incredibly low; is there something I am missing or is Reddit likely to be very profitable now that the baggage on the books from the IPO is behind them?

How is cap-ex so low? Is that mostly a result of their website having volunteer moderators?

Thanks.

Q: Hi can you please comment on earnings and possible reason for the reaction in after hours trading? as down almost 20% at one point, today looks like it's recovered almost back to yesterday's levels.
and
Seems like not many questions/discussions on 5i about this stock? surprising given it's performance and growth potential.

Q: Peter, I see that 3 mths gain is 67% and since April 2024 IPO, after a low at 39$, today is at 213.76$!! Too good to be true? I know that you always like to wait after an IPO - NBIS an exception. Is it still time to buy some?
Thks

Q: Hello,

Can you please comment on MSCI's after hours news releases.

Thank you!

Q: For a young growth investor, would any of these positions scare you from holding long term? Please rank your order of preference if starting a position today.
Thanks

Q: Hi! Thoughts on a switch from PINS to RDDT. Pros/Cons. I know you are showing interest in RDDT with recent earnings but does PINS still have potential or is it time to move on? Thank you!

Q: Thoughts on earnings? Thinking of buying a position but going to let the dust settle first. Do you think the price action is well supported by the earnings and guidance? Seems like growth is very strong.

Thanks.

Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam