I've been watching something fascinating lately. It's the way Wall Street reacts when regular folks get excited about investments. There's this... dismissiveness. That slight eyebrow raise from financial professionals when retail investors champion a stock. Like we're children who've wandered into an adult conversation.
But here's the thing—sometimes the professionals miss what's right in front of them.
Which brings me to Reddit. I'm holding this stock for the long haul. Five, maybe ten years. And yeah, I can already hear the objections: "Another retail investor confusing personal experience with investment analysis." Fair enough. But stick with me.
I use Reddit daily. Have for years now. This gives me something no analyst report could possibly capture—the gut-level understanding of why it matters. Every time my Google search includes "reddit" at the end (which happens embarrassingly often), I'm voting with my behavior. I'm saying, "Give me actual humans answering this question."
This matters more than you might think.
In today's digital ecosystem—increasingly overrun with AI-generated fluff and algorithm-optimized content farms—Reddit provides something increasingly precious: real people talking to each other. It's essentially the world's largest focus group running 24/7 on literally everything under the sun.
But my investment thesis isn't just "I like using it so stock go up." That would be naive.
Look at the international growth runway. Reddit has barely made a dent in Asia. We're talking about a platform with roughly 70 million daily active users that hasn't even begun to tap into markets with billions of potential users. Having followed social media adoption patterns since the early Facebook days, this strikes me as a massive opportunity hiding in plain sight.
The most underappreciated aspect of Reddit's business? Its moat gets wider every single day.
Every question answered, every community discussion, every bizarre personal story shared—it all becomes part of an ever-expanding knowledge repository that competitors simply cannot replicate. Try finding information on some obscure topic. Chances are, there's a Reddit thread from 2016 with surprisingly helpful answers still relevant today. That's value that compounds over time.
Are there risks? Oh, absolutely.
Content moderation remains a nightmare (just ask anyone who's tried it at scale). The relationship between Reddit and its volunteer moderators has been... complicated, to put it mildly. And figuring out how to make money without destroying what makes the platform special requires a delicate balancing act.
But I keep coming back to Peter Lynch's advice about investing in what you know. My daily interaction with Reddit provides insights no quarterly earnings call can match. I can feel when the product improves. I notice when communities thrive. I experience the value proposition directly.
This creates the kind of conviction that helps me ignore the noise. When some analyst decides the total addressable market isn't as big as previously thought, and the stock drops 20% in a day? I don't panic. I think about how I used the platform three times yesterday to solve actual problems in my life.
Sometimes—not always, but sometimes—the best investments come from understanding something the market hasn't fully grasped yet. With Reddit, I believe that's the growing premium placed on genuine human interaction in an increasingly synthetic online world.
So yeah, I'm betting big on Reddit for the long term. Not just because I use it, but because using it has shown me exactly why it matters. The most valuable investment insights don't always come from spreadsheets. Sometimes they come from paying attention to which digital services become absolutely essential in your daily routine.
And for me, that's unquestionably Reddit.
