I hate what Pinterest does to google image searching. Sometimes I really just want to paste an image src in an online discussion without having to drill into devtools.
Pinterest S-1
31–40 of 181 posts
Re: Pinterest S-1
#32Earlier quoted context omitted.
Frankly, as a long term buy and hold investor, I actually prefer to invest in companies where the founders are solidly in control, assuming I believe in their abilities. It seems like it should free them from some of the pressure to optimize for the short term at the expense of long term success.
Like Snapchat.
Well, the other criteria is that they have to actually be good businesses. I think it's a good thing for Google, maybe not so much for Snapchat.
Re: Pinterest S-1
#33I didn't know pinterest was a thing, I'm not sure anyone in France use it, is that only used in the US?
I don't know anyone in the US using Pinterest. It seems like a search engine gaming scam to me.
My wife uses it daily. She's a crafter and also big into using her instant pot. Both groups use Pinterest as an online gathering place.
I used it just yesterday to get some ideas for landscaping my yard.
Re: Pinterest S-1
#34Is there like an S-1 team that does graphic design for everyone's S-1 these days? Lyft's S-1 has the same designs: pages of pictures of happy people/drivers, a full page mission statement in a sans-serif font on a solid background of color, similar page with numbers on it...
Re: Pinterest S-1
#35Earlier quoted context omitted.
The verdict on dual class shares is not as unfavourable as is frequently made out in the press as attested to by a recent study in the Harvard Law School Forum on Corporate Governance and Financial Regulation: "The limited empirical evidence on the technology and emerging growth companies that are the target of these regulations is insufficient to support the adoption of new regulations, as the evidence that is avail…
Frankly, as a long term buy and hold investor, I actually prefer to invest in companies where the founders are solidly in control, assuming I believe in their abilities. It seems like it should free them from some of the pressure to optimize for the short term at the expense of long term success.
But if they aren't predicting profits any time soon you won't be getting dividends. And you'll only have weak voting rights with which to nudge corporate strategy.
So, why invest at all?
Re: Pinterest S-1
#36If I'm reading their MAU charts correctly, they have way more MAU outside of the US than inside (82m vs 184m last quarter), not only that but international user growth is relatively strong compared to the US. That said, 94% of revenue last quarter was from the US, so they are not monetizing internationally really at all. If they can improve international monetization then there is a lot of room for revenue growth it…
"If they can improve international monetization then there is a lot of room for revenue growth it would seem."
A universal truth in the social network space. Unfortunately, not even FB can really extract much value outside of North America.
Re: Pinterest S-1
#37Is there like an S-1 team that does graphic design for everyone's S-1 these days? Lyft's S-1 has the same designs: pages of pictures of happy people/drivers, a full page mission statement in a sans-serif font on a solid background of color, similar page with numbers on it...
that's everyone's branding, not just the S-1 :)
Re: Pinterest S-1
#38Earlier quoted context omitted.
This seems like a weird structure, why would anyone ever convert Class B stock to Class A?
The point of the structure is to maintain insider control, so when an insider want to sell some stock they do the conversation before selling to the public markets.
And it’s likely not optional. Any transfer of shares to someone who is not already a Class B holder will probably trigger a conversion. Iirc that’s how Facebook and Google’s shares are structured.
Re: Pinterest S-1
#39I am genuinely curious, how does the year-over-year growth of 60% come together with the pretty consistent "death curve" according to Google Trends [0]. Could they have deliberately lowered the revenue in 2017 through some clever accounting in order to come up with this number? As they have been around since ~2012, are there any prior financial metrics publicly available?
[0] https://trends.google.com/trends/explore?date=all&geo=US&q=p...
Re: Pinterest S-1
#40I continue to be amazed that Pinterest is still a thing.
We can surmise your gender from this comment :-D