I always felt like this was a business that didn't need to meaningfully grow its user count to provide some compelling top line growth. I think Pinterest will benefit as digital advertising rebounds. They have this technology called MDL or mobile deep linking, which is pretty nifty if you're an advertiser. Once investors get the idea that this long held belief that the company should be able to monetize is starting to show some tangible results, I think that could perk this stock up a little bit.
China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?
(00:21) Asit Sharma and Dylan Lewis discuss:
- Starbucks’ slowing growth in the U.S. and torrid growth in China. - Why investors need to be patient with Pinterest. - How AI and lagging PC sales trends are affecting AMD.
(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else..
Companies discussed: SBUX, PINS, AMD, SAABY
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices