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Brian Feroldi Profile picture
Brian Feroldi
@BrianFeroldi
🔎 I Teach Investors How To Analyze Businesses | Author & Financial Educator | 20+ Years Investing Experience | Free Investing eBook (Link) ⬇️

Feb 4, 2022, 10 tweets

$PINS Q4 2021 in 9 slides:

Reminds me of $FB Q4

Declining monthly active users is the #1 thing to watch

Revenue is growing because of ARPU. We want users to grow, too.

The new creator fund might help. The focus on video/shopping could, too.

Shares look cheap, but if MAUs keep dropping, they aren't

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