The Prof G Pod with Scott Galloway

Is Reddit Still a Buy? Democratic Strategy and Rethinking Financial Advisors

115 snips
Feb 9, 2026
A candid take on whether Reddit’s valuation and growth prospects justify holding the stock. A discussion of promising Democratic figures and strategy heading into the midterms and 2028. A clear warning about how a 1% financial advisor fee can erode long-term returns and practical low-cost investing tips for younger earners.
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INSIGHT

Reddit Is A High-Potential Yet Priced Growth Play

  • Reddit is a powerful, under-monetized social platform with hundreds of millions of weekly active users.
  • Its current valuation prices in significant growth, making it hard to buy after large post-IPO gains.
ADVICE

Hold If Owned, Avoid Chasing Post-IPO Run

  • If you already own Reddit shares, hold rather than sell, but avoid buying after a 500–600% post-IPO run.
  • Don’t chase the stock when much growth is already priced into a high P/E multiple.
INSIGHT

Data Licensing And Low ARPU Drive The Bull Case

  • Reddit's licensing deal with OpenAI and low ARPU imply unique monetization avenues and data value.
  • The bear case centers on a premium valuation that assumes continued strong growth.
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