Investing Unscripted 177. October 2025 Mailbag
Oct 30, 2025
Jason and Jeff dive into the world of investing by evaluating Pinterest stock and its monetization hurdles. They tackle whether individual stock pickers lean towards narcissism, emphasizing the balance of humility and strategy. Financial goals take the spotlight, along with insights on the 4% rule for retirement planning. The hosts also share their favorite podcasts, and when it comes to Halloween, they compare candy companies, letting listeners in on their personal favorites. The mix of finance and fun keeps the conversation lively!
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Episode notes
Pinterest Is Good — Not A Moonshot
- Pinterest is a solid but limited social platform with steady user and ARPU growth.
- Its returns hinge on better monetization of international users who currently generate pennies each.
Fast User Growth ≠ Earnings Growth
- Growing users in low-ARPU regions masks limited monetization potential.
- Real earnings growth will come from the smaller high-ARPU markets, not the fast-growing low-value ones.
Buying Pinterest During The Pandemic
- Jason bought Pinterest during the pandemic and later sold after reassessing its monetization.
- He expected shoppable features to drive revenue but found progress slower than hoped.
