CML Pro members, we have an updated little post on $PINS in Community.
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$PINS
If we use the Historical Estimates Tools in CML Pro (available to you for free), we see that analysts, in the past, have had a hard time keeping up with Pinterest’s actual growth versus analyst estimates:
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To put it into words:
In July of 2020, the consensus analyst estimates for fiscal 2022 and 20023 revenue for Pinterest were $2.1B and $2.4B, respectively.
We note that the implied estimate of growth from 2022 to 2023 was about 14%.
(The link to register for free is at the end of this thread).
Make sure this is what you want, or it's not a good use of your time, which I do honor.
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Two conclusions will come from this webinar.
A group that will say, ‘ya know, that was great, but I don’t want to speculate with options now that I see what that phrase actually means for a successful trader.’
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And I so dearly honor that point of view. It is a high intellect point of view, in my opinion.
Then there will be a group that will say, ‘shit, this is hard, but I want to do it. It’s worth it.’
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A thread on the underappreciated importance of a user base on a platform that in its early stages isn't necessarily very impressive and/or doesn't necessarily have an obviously profitable direction.
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Let's start with $TWLO, which I am long.
At first, if we just hush up all the fantastical names that non technologists and amateur investors threw around (like CPaaS), it was really just this:
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1. A very clean and easy API. 2. To send text messages (SMS).
Blah, blah the rah, rah, that's what it was.
It filled a need and it did so very, very easily, but it wasn't a business in and of itself that was obviously profitable.
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