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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP051: Snap Inc. (SNAP): Why Hasn’t Snapchat Become a Social Media Titan? w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:08:25 – Why Snapchat, being a founder-led company, is less than ideal in this case
00:09:15 – Why Snapchat is unlikely to be acquired any time soon
00:17:49 – How Snapchat almost didn’t become a hit, and what made it suddenly so popular
00:39:24 – Why growth internationally is actually worsening Snapchat’s unit economics
00:45:12 – What to know about how the company is dipping its toes into artificial in...