Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.  

(00:21 ) Asit Sharma and Dylan Lewis discuss:

- Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X.

- Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good.

(16:43 ) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability.

Companies discussed: RDDT, DIS, W, AMZN, KO

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Jason Moser

Producer: Mary Long

Engineers: Dan Boyd

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