Mateen's Newsletter - Discuss The Tape

Mateen's Newsletter - Discuss The Tape

Share this post

Mateen's Newsletter - Discuss The Tape
Mateen's Newsletter - Discuss The Tape
The Week That Matters (11th July-15th July, 2022)
Copy link
Facebook
Email
Notes
More

The Week That Matters (11th July-15th July, 2022)

"Technology alone is not enough" Steve Jobs

Mateen Chaudhry's avatar
Mateen Chaudhry
Jul 18, 2022
∙ Paid
5

Share this post

Mateen's Newsletter - Discuss The Tape
Mateen's Newsletter - Discuss The Tape
The Week That Matters (11th July-15th July, 2022)
Copy link
Facebook
Email
Notes
More
2
Share

Elliot Capital and Pinterest

Pinterest is a good business. It has a gross profit margin of 80%. It has $400 million in EBITDA. It has $2.5 billion in net cash, 450 million users and an enterprise value of 15x cash flow. Fantastic, right? The trouble with Pinterest is, compared to say Snapchat, it has not been as successful at monetizing its users. This i…

Keep reading with a 7-day free trial

Subscribe to Mateen's Newsletter - Discuss The Tape to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Mateen Chaudhry
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More