Nextdoor Holdings, Inc.

Pinterest, Inc. Class A Common Stock

[https://commonstock.com/post/6e27110a-15fa-4c82-bda8-ab7652b44f6c](https://commonstock.com/post/6e27110a-15fa-4c82-bda8-ab7652b44f6c) by @johnnysharp

Not going to miss the chance to reload here. $PINS is attractive as  @rihardjarc puts it here [https://twitter.com/RihardJarc/status/1547924131600932864](https://twitter.com/RihardJarc/status/1547924131600932864) -> $KIND has a better user growth profile, more blue sky (growth potential) and double+ the net cash on balance sheet (over 50% of mkt cap, no debt)

![](https://cdn.commonstock.com/d32573cfeb80838cb3cc330736a719de3943d94f05a76ca6171a1676818aae82-479x523.png)

On a lot of metrics $KIND looks attractive, but with social platforms since the flavour of users tends to change really quick I tend to invest in only those that have already 100M+ MAUs or even higher. But yeah thanks for bringing this name up :)

Rihard Jarc

The 9% stake that activist investor Elliott Management has taken in $PINS probably means a bigger push toward a sale of the company. 

23% of the market cap is Net Cash on yesterday's close. I think if the buyout were to happen the price would have to be much higher.

Long.

https://twitter.com/RihardJarc/status/1547924131600932864

Rihard Jarc (@RihardJarc) on X

Reloading $KIND

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Johnnysharp

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