Group 1 - Reddit (NYSE: RDDT) was identified as a significant winner in the previous year, although profits were taken prematurely [1] - The initial investment thesis for Reddit was based on the observation that the company appeared under-monetized, with clear near-term growth potential [1] - The investment strategy involves identifying undervalued companies with secular growth, focusing on those with strong balance sheets and management teams in sectors with long growth runways [1] Group 2 - The investing group Best Of Breed Growth Stocks, led by Julian, emphasizes positions in stocks with a high probability of delivering substantial alpha relative to the S&P 500 [1] - The group combines growth-oriented principles with strict valuation hurdles to enhance the conventional margin of safety [1] - Features of the investment group include exclusive access to high-conviction stock picks, comprehensive research reports, real-time trade alerts, macro market analysis, and community engagement with Julian [1]

I’m a stock analyst with an MBA and a background in healthcare, bringing years of experience as a Registered Nurse dedicated to patient care. I've had the privilege of sharing my insights on Seeking Alpha since 2017. I am most interested in identifying underlying assumptions in stock valuations by emphasizing financial modeling techniques like DCF analysis. I then provide scenario-based forecasts to help readers gauge reasonable outcomes. I am influenced by books like Superforecasting and Antifragile. As su ...

Forget the hype behind AI stocks like Nvidia ( NVDA ) and Palantir ( PLTR ): One of the fiercest rallies over the past year has been that in Reddit, Inc. (NYSE: RDDT ), the social media company. RDDTWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He ...

Over the course of 2024, the S&P 500 index generated a return of 17.7%. That represented an above-average year for the benchmark index. By contrast, however, shares of Reddit (RDDT 7.70%), which debuted on the stock market in March 2024, advanced 262%, and are up another 18% so far in 2025.I predict that in 2025, Reddit will once again beat the market. Here's why. Understanding Reddit's business modelFirst, let's get a grip on what Reddit does and why its shares rose over the last 10 months.Reddit is a soci ...

Growth stocks usually don't look like bargains on the surface. Arm Holdings (ARM -2.43%) and Reddit (RDDT 0.23%) are certainly pricey, but both have unique advantages that bode well for the future. Arm's technology is entrenched and pervasive, while Reddit has emerged as a source of reliable information for internet users.Both stocks could be volatile, but Arm and Reddit should be on every growth investor's radar.Pervasive technologyTechnology from Arm Holdings is everywhere. The Arm architecture lies at th ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Reddit Inc. (RDDT) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Reddit Inc. currently has an average br ...

Reddit Inc. (RDDT) closed at $181.99 in the latest trading session, marking a -0.95% move from the prior day. The stock fell short of the S&P 500, which registered a gain of 0.53% for the day. Elsewhere, the Dow gained 0.93%, while the tech-heavy Nasdaq added 0.22%.Shares of the company have appreciated by 3.57% over the course of the past month, outperforming the Computer and Technology sector's gain of 3.02% and the S&P 500's gain of 2.69%.Investors will be eagerly watching for the performance of Reddit I ...

Reddit CEO Steve Huffman stands on the floor of the New York Stock Exchange (NYSE) after ringing a bell on the floor setting the share price at $47 in its initial public offering (IPO) on March 21, 2024 in New York City.Reddit shares rose over 7% to a record high Tuesday after Raymond James analysts raised their price target and reiterated their "strong buy" rating for the social media platform.The company's shares reached $191 during midday trading, topping a previous high of $182 on Jan. 6. Reddit shares ...

Reddit (RDDT) shares have surged 134% in the trailing six-month period, outperforming the broader Zacks Computer & Technology sector’s return of 0.4% and the Zacks Internet - Software industry’s rise of 12.9%.The company has outperformed its peer, Meta Platforms (META) , which is also expanding into advertising to compete in the content and communication services market. META has returned 21.4% over the same time frame.The outperformance can be attributed to RDDT’s strong user growth, improved advertising p ...

Earnings and Analyst Estimates - The upcoming earnings release of Reddit Inc is of significant interest to investors [1] - Recent changes to analyst estimates for Reddit Inc indicate shifting near-term business trends, with upward revisions reflecting analysts' positive outlook on the company's business operations and profit generation [1] - Over the last 30 days, the Zacks Consensus EPS estimate for Reddit Inc has increased by 3.05% [2] - Reddit Inc currently holds a Zacks Rank of 2 (Buy) [2] Valuation Metrics - Reddit Inc is trading at a Forward P/E ratio of 243.91, significantly higher than the industry average of 27.61 [3] - The company's PEG ratio stands at 6.06, compared to the industry average of 2.05 [3] Stock Performance - Reddit Inc's stock closed at $164.82 in the latest trading session, marking a 0.1% increase from the previous day [6] - The stock's performance lagged behind the S&P 500's daily gain of 0.12%, while the Dow rose by 0.52% and the Nasdaq decreased by 0.23% [6] - Over the past month, Reddit Inc's stock has declined by 7.55%, underperforming the Computer and Technology sector's loss of 3.73% and the S&P 500's loss of 3.45% [6] Industry Overview - The Internet - Software industry, part of the Computer and Technology sector, currently holds a Zacks Industry Rank of 34, placing it in the top 14% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]