We talk about the rumor of the week -- Paypal's late stage talks to acquire Pinterest.

The move would be a reach outside the payment company's core competency,  but could unlock better monetization opportunities for Pinterest and give PayPal some digital real estate to explore marketplace and commerce activity.

We're shareholders of both and talk about why the deal makes sense, why it might not make sense, and what to keep in mind if a company you own is getting bought.

Stocks: PINS, PYPL

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