Shawn and Daniel break down Snap Inc., a camera-based social media platform with nearly one billion monthly users. What you'll learn here: 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 intelligence 00:48:01 – Whether subscriptions can save Snapchat’s business model 00:57:55 – Why it has been so much harder for Snapchat to make its unit economics work relative to peers 01:07:08 – How to think about modeling SNAP’s intrinsic value 01:07:29 – Whether Shawn and Daniel add SNAP to their Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 💰 Start building your long-term portfolio today and unlock an uncapped 1% transfer bonus. https://public.com/tivp 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - S&P Global Stock: Valuing the Company behind the S&P 500: https://youtu.be/hAeaKoo9Q2I - Intrinsic Value Portfolio Review: Performance and New Positions: https://youtu.be/VcavH2tTIp4 - Booking Holdings: Invest in the World's Largest Travel Company?: https://youtu.be/zTWnyKUWri8 Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Snapchat #SNAPStock #StockAnalysis #ValueInvesting #InvestingPodcast