Pinterest (PINS) Deep Dive w/ Rihard Jarc

<p>This week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If you go by his Twitter bio, he's a growth investor, ex-portfolio manager, and CEO of TyplessAPI.</p> <p>Rihard's background makes him the perfect investor to dive deep into the Pinterest (PINS) bull thesis. PINS is one of Rihard's largest holdings and one he started buying for around $20. Our conversation dives deep into Rihard's bull pitch, the future of AR-based realities, and why PINS is just getting started with monetizing its audience.</p> <p>We also spend the early part of our conversation on Rihard's background before investing and what he thinks is his market edge over competitors.</p> <p>Here's the time-stamp:</p> <ul> <li>[0:00] Who is Rihard Jarc?</li> <li>[3:00] Rihard’s Start-Ups.</li> <li>[17:30] Qualities of a Fantastic Technology Business.</li> <li>[24:40] Major Red Flags of a Technology Company.</li> <li>[35:00] Assessing Early Customer Base in Businesses.</li> <li>[39:00] Pinterest</li> <li>[43:00] Pinterest’s Demographics, Behavior, and Growth</li> <li>[50:00] The Pinterest Experience</li> <li>[1:02:00] Pinterest Comparables</li> <li>[1:08:00] Augmented Reality</li> <li>[1:12:00] Pinterest’s ARPU</li> <li>[1:16:00] Valuing Pinterest</li> <li>[1:23:00] Pinterest Risks</li> <li>[1:27:00] Rihard Jarc's Watchlist</li> <li>[1:32:00] Closing Questions</li> </ul> <p>If you liked our conversation and want to learn more about Rihard Jarc, check out these links:</p> <ul> <li><a href="https://twitter.com/RihardJarc">Rihard's Twitter</a></li> <li><a href="https://uncoveralpha.substack.com/">Uncover Alpha Newsletter</a></li> </ul> <p>The Value Hive Podcast is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive">TIKR.com/hive</a><a href="https://tikr.com/hive">.</a> They're constantly releasing new updates that make the platform better including a new Bus