The Razor’s Edge #6: Pinterest’s Different Tack On The Social Media Play

Pinterest has been one of the many 2019 IPOs to underwhelm in public markets to date, but there is an interesting growth story here. Filling a more specific user need, Pinterest could offer a more sustainable growth approach than other social media firms. The question is whether it can escape the example of Twitter's trajectory, and whether it can withstand the perennially looming juggernaut, Facebook. Topics Covered 4:00 minute mark - What's your gut take on Pinterest? 6:45 - The curse of Twitter 10:45 - How does the Twitter problem play out for Pinterest? 12:45 - Instagram as e-commerce vs social. 15:45 - PINS vs. SNAP in terms of targeted advertising 19:30 - What are investors waiting for with PINS? 25:00 - Don't the numbers show that they have room to grow? 34:00 - The threats of Instagram and Whatsapp and the cautionary tale of YELP 46:00 - Lack of engagement in Pinterest and its effect on investing 55:00 - The bear case