Nextdoor - Investment Thesis

Join us as we dive deep into Nextdoor (KIND), a fascinating transformation story at the intersection of social networking and local commerce. Under returned founder-CEO Nirav Tolia, this unique platform connecting 95 million verified neighbors across 11 countries is undertaking an ambitious reinvention through its NEXT initiative.

We explore how Nextdoor is evolving from an occasional utility into a daily destination for local discovery, while simultaneously demonstrating impressive operational improvements. With accelerating revenue growth, a pristine balance sheet holding $425 million in cash, and a valuation at a significant discount to social networking peers, Nextdoor represents a compelling opportunity to invest in the future of local community and commerce.

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