Part four of this Reddit series is a slide deck, and the download link can be found at the bottom of this post. I am, of course, biased, but I honestly think it is and looks absolutely stunning.
To get a feel for the quality of these decks, check out the companion deck I shared along with my Amadeus deep dive (you can find it here).
I made it for two readers. The first is the person who asks me over coffee what I think about Reddit and has only fifteen minutes rather than an entire afternoon. The second is me, eighteen months from now, when the price has moved in one direction, and I want to know what I actually claimed.
Both of those readers need the same thing. A compressed version of the argument. So the deck opens where I think every case should open, which is on the hypothesis and the conditions that would refute it. No target price. No expected CAGR in bold on the cover just yet. Just the proposition that Reddit is a twenty-year-old asset in the first innings of learning how to charge for itself, and the specific readings that would tell me I had misjudged it.
From there, we cover everything else in compressed from with some stunning visualizations.
This is where it gets interesting!
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