r/valueinvesting
Reddit Inc Adds a New Way to Connect on Reddit: Video in Comments is Now Available for Users
Reddit adds video comments; author sees RDDT as undervalued due to sustained growth, high margins, low capex, and inflecting FCF.
- Sustaining and potentially rising growth driven by lower monetization levels than peers and new subreddit targeting strategies.
- Extremely high profit margins combined with low capital expenditures.
- Inflecting free cash flow growth making the stock meaningfully undervalued.
Reddit Inc: A New Way to Connect on Reddit: Video in Comments is Now Available for Users
2026-06-11 15:02:42 GMT
https://redditinc.com/news/a-new-way-to-connect-on-reddit-video-in-comments-is-now-available-for-users?hsLang=en
PageExcerpt:
Starting today, Reddit users will have one more way to engage with each other: video in comments. This feature is available to all Reddit users and offers a new expressive and authentic way to contribute to conversations. Video in comments
Given their growth is sustaining (perhaps rising given far lower monetization levels than other engaged platforms and new targeting of subreddit strategies), extremely high margins, low capex and thus inflecting free cash flow growth — the stock is meaningfully undervalued.