Ian Gray's avatar
$27.6m follower assets
I’m really curious to see if $SHOP or $MSFT will try to throw in a meaningful bid for $PINS.

I think this story is just getting started.

Any other companies that make sense as potential acquirers?
Alejandro Rodriguez's avatar
Any chance Etsy and Pinterest would ever consider merging? I know in an 'acquisition' one large company is supposed to buy a smaller company... how often do two companies look at each other and consider merging?
Andy Buchanan's avatar
That's sort of what happened with Teladoc and Livango... although technically Teladoc was the acquirer.

I can see what you're getting at with Etsy x Pinterest though. People make homemade items that looks awesome and then you can find and buy it on Pinterest.
Ian Gray's avatar
@iangrayOctober 21
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@alejandro_r that’s an interesting idea. Definitely a lot of crossover in users, but I am kinda curious how they would integrate the services
Conor Mac's avatar
@alejandro_r i would sell instantly
Alejandro Rodriguez's avatar
@investmenttalk are you hesitant on mergers in general, or is Etsy and Pinterest in particular just a bad match?
Conor Mac's avatar
@alejandro_r depends on side. Mergers most often destory shareholder value, acquisitions do too, but depends on size.

ETSY/PINS just feels destructive to me.
Conor Mac's avatar
I hope a bidding war ensues and PYPL are not the buyers
Alejandro Rodriguez's avatar
Pinterest is now 8x P/S. Regardless of bidding wars and and the stock continuing to slide, at what point do you just buy the dip?

Analysts still expect Pinterest to grow over 30% in 2022. And they continue to expand ARPU.

If $PINS was valued like $SNAP, it would trade for ~$100. It's $44 right now.

Buy and hold time?

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