The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday Jan 23, 2020
Thursday Jan 23, 2020
Pinterest has been one of the many 2019 IPOs to underwhelm in public markets to date, but there is an interesting growth story here. Filling a more specific user need, Pinterest could offer a more sustainable growth approach than other social media firms. The question is whether it can escape the example of Twitter's trajectory, and whether it can withstand the perennially looming juggernaut, Facebook. Topics Covered 4:00 minute mark - What's your gut take on Pinterest? 6:45 - The curse of Twitter 10:45 - How does the Twitter problem play out for Pinterest? 12:45 - Instagram as e-commerce vs social. 15:45 - PINS vs. SNAP in terms of targeted advertising 19:30 - What are investors waiting for with PINS? 25:00 - Don't the numbers show that they have room to grow? 34:00 - The threats of Instagram and Whatsapp and the cautionary tale of YELP 46:00 - Lack of engagement in Pinterest and its effect on investing 55:00 - The bear case
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.