REDDIT
What's your most assymetric pick for the next 3 years? Small pitch is nice to know why
Mine:
KSPI: Low PE moat stock. Dominant biz in KZ favored by high oil price tailwinds. Huge divy \~8% at current price. IR are starting to drop there so should get more attention. Optionality on Turkey venture working
RDDT: Even though Its optically expensive i see few ways to lose money on reddit from current prices (especially low 140s where i loaded). Dominant biz with basically no competitor in its nieche that still has lots of runaway to monetize and expand to non-us countries. Big FCF conversion and huge margins. Google noise will get solved sometime, not worried.
Drop your names! TY