Dec. 26 at 6:50 PM
$PINS Hate to say it, but the best news for PINS Longs, might not be current management since they seem to be wildly enriching only themselves the last 2 years.
It might not even be the imminent booming economy for PINS' valuation.
The best news for PINS Longs might just be that over the next 2 years it's going to be M&A season again. Maybe best this management can do is a perpetual state of Undervaluation. For a company with
$4B soon to be
$5B in Revenue,
$0 Debt,
$2.5B in Cash, that's kind of a Guarantee you're gonna get an Offer. If Pinterest was worth
$50 to MSFT 3 years before AI when Pinterest was 30% smaller, what will it be worth to them in 2027?