this post was submitted on 12 Mar 2024
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[–] [email protected] 70 points 8 months ago (3 children)

Their pre order ipo is wanting and planning on like $31 to $34 a share. I'm thinking no.

[–] [email protected] 21 points 8 months ago (2 children)
[–] [email protected] 20 points 8 months ago (1 children)

It's not quite that bad, the author buries this near the end:

There’s 97%+ Downside if Growth Matches 2023

Which if I read that correctly means he thinks a fair valuation of the stock is about 90 cents.

[–] [email protected] 4 points 8 months ago

0.00000031 more like

[–] [email protected] 17 points 8 months ago* (last edited 8 months ago) (2 children)

Stocks are basically a percentage of ownership. The share price as a dollar amount is meaningless because it could be 1% of a company or 0.000000001%. The relevant number here is that Reddit is IPOing at a valuation of $5 billion (that stock buys a ¹⁄₁₅₀₀₀₀₀₀₀ interest), which all I can reply with is hahahahahahahaha

[–] [email protected] 6 points 8 months ago

I am aware. It's valuation was in the article.

[–] [email protected] 1 points 8 months ago

Well, either two values give the third. All one's gotta know is two of: valuation, price per share, number of shares.

[–] [email protected] 3 points 8 months ago (1 children)

$6.5B valuation (assuming a standard 20x EPS model) should imply in the neighborhood of $325M/year in revenue from a company that makes about a third of that.

Either Reddit plans on tripling its revenues in the near future or this is an unrealistic target.

[–] [email protected] 6 points 8 months ago

It's a sham, imo. I was on reddit for 15 years. It has peaked already. They won't be able to get more for ads and I don't believe their data for AI will go higher than what they've gotten for it this year. The only way they'll be worth more is to cut overhead.