“.. we struggle to see compelling synergies,” says Bernstein on PayPal/Pinterest. $70 is “well below highs achieved this year — and “while the dream of owning a platform to take on $AMZN is appealing, we'd offer $SHOP as more compelling deal partner if $PINS was so inclined ..”
— Carl Quintanilla (@carlquintanilla) October 20, 2021