Recovery Update: The Mystery Dot Is on the Move

Another day, another episode of “What Is My Left Eye Doing Now?”

The good news is that there seems to be some movement — literally.

For the last several days, I’ve been talking about the translucent dot in my vision. At my one-week follow-up after the silicone oil removal, the doctor couldn’t actually see the dot I was describing. His thought was that it might be an air bubble.

When I looked straight ahead, it had been sitting near the very bottom of my field of vision.

Today, it has moved.

The dot — bubble, UFO, freeloading tenant, whatever it ultimately turns out to be — has risen a little farther into the bottom portion of my view.

And it’s getting smaller.

At this point, I’d estimate it’s about the size of a 1-cent euro coin in my field of vision.

So apparently my eye has its own European currency now. 🇪🇺🪙👁️

I’m taking the fact that it’s getting smaller as something worth watching. I’m certainly not declaring victory, especially after the doctor told me there’s a possibility I may need injections because of the blood vessels in the back of my eye.

For now, though, I can report:

Mystery dot: smaller.
Mystery dot: moving.
Eye: still red.
Me: still watching everything like a hawk.

Meanwhile, the arm continues doing its impression of something discovered during an archaeological excavation.

It’s crustier, darker, and still looks considerably more dramatic than it feels. Every day it seems to find a new way to look disgusting while apparently continuing to heal.

Between the eye and the arm, my body seems determined to make sure I never run out of material for these updates.

Tomorrow?

Who knows.

Maybe the bubble will shrink again.

Maybe my arm will finally stop auditioning for a zombie movie.

At this point, progress doesn't necessarily have to look pretty. It just needs to keep moving in the right direction.

BREAKING NEWS: The Hinge Experiment May Have Produced an Actual Date

I don't want anyone to panic.

Remain calm.

Please keep your hands and feet inside the vehicle at all times.

Because after weeks of conducting what has increasingly resembled a federally funded research project into why people on dating apps refuse to actually date, something extraordinary has happened.

I MAY HAVE A DATE.

Yes.

A date.

With another human being.

In person.

I don't think cryptocurrency is involved.

“Missing Me” Is Apparently Not Missing Anymore

Those following The Hinge Experiment™ may remember contestant number three, appropriately named “Missing Me.”

We've had an interesting communication journey.

There have been messages.

There have been gaps.

There have been “good mornings.”

There have been questions I've asked that apparently entered the same mysterious dimension where missing socks from the dryer live.

But I continued the experiment.

Eventually, I decided to try something radical.

Something perhaps unprecedented in the history of online dating.

I asked a woman on a dating app to go on a date.

I know.

Crazy.

My message was simple:

“Whatcha doing this weekend? Can I take you out?”

Then...

Nothing.

Thursday passed.

So naturally, I deployed the internationally recognized symbol for:

HELLO? IS THIS THING ON?

“?”

Elegant.

Sophisticated.

Shakespeare would have been proud.

And then last night...

A RESPONSE.

“That would be nice.”

WAIT.

WHAT?

WE HAVE ENTERED UNCHARTED TERRITORY

I immediately asked:

“Are you available Saturday? Tomorrow?”

She replied:

“Sunday I could be.”

Ladies and gentlemen...

WE HAVE A DAY.

This is no longer theoretical dating.

We have moved beyond:

“Good morning.”

We have advanced beyond:

“How was your weekend?”

We have smashed through the seemingly impenetrable barrier known as:

Actually answering a direct question.

Sunday.

SUNDAY!

At this point, I feel like NASA Mission Control.

Houston, we have verbal confirmation of Sunday.

Of course, Sunday isn't enough.

Now we need a location.

I've never really been to Myrtle Beach or Surfside, so I suggested Tydz, which keeps appearing in my algorithm.

Because apparently the same technology that has spent months showing me scammers, bizarre Facebook Reels, and random videos I never requested may finally be useful.

So I wrote:

“Ok, Sunday it is! I have not been to MB or Surfside before. Tydz keeps coming up on the algorithm for me. Work for you?”

And...

Sent.

Now we wait.

Again.

Naturally.

Steve, Don't Pack Your Bags Just Yet

Longtime readers know I had already developed an alternative strategy for meeting women.

Steve the Iguana.

The plan was simple.

If online dating completely failed, I'd acquire an iguana and become that guy walking down the beach with a giant reptile on his shoulder.

You know the guy.

Everybody talks to that guy.

Nobody approaches a random bald man walking down the beach and says:

“Hi! Tell me about yourself!”

Put a four-foot iguana on his shoulder?

Suddenly:

“OH, MY GOD! CAN I PET HIM?”

Steve was going to be my wingman.

But Steve, I've got some news.

You may not be needed on Sunday.

Don't get too comfortable, though.

We still don't have a confirmed restaurant.

We don't have a time.

We haven't physically occupied the same ZIP code.

And I've been doing this long enough to understand that there is an enormous difference between:

“Sunday I could be.”

and

two people actually sitting across from each other at a restaurant on Sunday.

So Steve remains on standby.

What the Hell Do I Do Now?

Here's the really funny part.

I've spent so much time writing about trying to get a date that I haven't adequately prepared for the possibility of actually getting one.

What happens now?

Do I need clothes?

Obviously I need clothes.

But which clothes?

How early do I arrive?

Five minutes?

Ten minutes?

Thirty minutes?

Do I bring flowers?

That seems like too much.

Do I open the door?

Absolutely.

Do I tell her I've been documenting this entire dating experiment on my blog?

Probably not in the first seven minutes.

Do I mention Steve?

Steve is probably a second-date conversation.

And what do two people on a first date even talk about in 2026?

Maybe I'll start with something safe:

“So... how are you coping with the stupid heat and humidity?”

Wait.

I've tried that one before.

The Hinge Standings Have Changed

Let's review how far we've come.

Kelli: Unmatched. She has the Google Voice number. The phone has not exactly been ringing off the hook.

Gina: We communicated. Still part of the greater Hinge cinematic universe.

Missing Me: Has potentially accomplished the impossible.

A DATE.

Sunday.

Possibly Tydz.

Potentially two actual humans meeting face-to-face after initially encountering each other through a rectangle of glass connected to the internet.

What a time to be alive.

But I'm not declaring victory yet.

Until I'm sitting at a table across from her, this remains Schrödinger's Date.

The date simultaneously exists and does not exist until Sunday arrives and somebody opens the restaurant door.

So...

Will Missing Me become Meeting Me?

Will Sunday actually happen?

Will we have a great time?

Will she take one look at me and suddenly remember an emergency dental appointment?

Will I finally have to write a blog called:

“Holy Crap, I Actually Went on a Hinge Date”?

Or will Steve the Iguana receive an emergency call-up from the minors?

We'll find out.

For the first time in The Hinge Experiment, however...

I might actually need to make plans for Sunday.

Pray with me, Forest.

Pray with me.

Day 83: Nextdoor Has $100 Million for Stock Buybacks. So Why Isn't It Buying?

It's Day 83 of my continuing Nextdoor case study.

Today I want to talk about something different:

NXDR shares.

More specifically, if Nextdoor's leadership believes the company is undervalued and believes strongly in its direction, why isn't it aggressively buying its own stock at these prices?

Before somebody jumps into the comments with a correction, let me make one myself.

Nextdoor DOES have a stock-buyback program.

And it has bought shares.

According to Nextdoor's SEC filings, during the first six months of 2026, the company repurchased and retired approximately 17 million shares for $28.7 million, at an average price of $1.69 per share.

But here's the part I find interesting:

During Q2 2026, Nextdoor repurchased ZERO shares.

And as of June 30, the company still had $100 million available under its current share-repurchase authorization.

So my question isn't:

Why doesn't Nextdoor have a buyback?

My question is:

Why aren't you using it now?

Nextdoor reported $378 million in cash, cash equivalents, and marketable securities at the end of Q2.

The Board has already authorized up to $100 million for share repurchases through June 2028.

Meanwhile, NXDR has recently been trading in the low-$2 range.

If management believes Nextdoor's strategy is working...

If management believes the market is undervaluing the company...

If management believes all these new products, small-business initiatives, AI features, and advertising strategies are going to create substantial future value...

Why wouldn't buying your own stock be an attractive use of at least some of that authorized capital?

Put Your Money Where Your Podcasts Are

I've watched Nirav Tolia make the podcast rounds.

I've heard the vision.

I've read the press releases.

I've seen Nextdoor describe itself as the “essential neighborhood network.”

Okay.

Show me the confidence with capital.

A meaningful stock repurchase at a price management genuinely believes is substantially below intrinsic value can send a very different message than another podcast interview.

It says:

We believe our shares are worth more than this.

And we're willing to put the company's money behind that belief.

Nextdoor itself made almost exactly that argument when it announced its original buyback program in 2022, saying the plan reflected confidence in its strategy and a belief that the market valuation didn't reflect the company's opportunity.

So what does management believe today?

Then There's Stock-Based Compensation

There's another side to this discussion.

Nextdoor reported approximately $14.9 million in stock-based compensation in Q2 2026.

Stock compensation isn't automatically bad. It's extremely common in technology companies and can help align employees and executives with shareholders.

But shareholders should still ask what happens to their ownership percentage as equity compensation is issued over time.

Dilution matters.

If you're issuing equity to employees and executives while the stock struggles, shareholders have every reason to ask whether repurchases are sufficiently offsetting that dilution—and whether compensation is producing the performance shareholders are paying for.

That's particularly important to me when we're discussing executive compensation.

I've repeatedly questioned how Nirav Tolia's compensation aligns with the value being delivered to shareholders.

Here's another way management could demonstrate confidence:

Buy the stock.

Imagine the Message

Forget another Business Wire release for a moment.

Imagine Nextdoor announcing that management believes NXDR is materially undervalued and therefore intends to meaningfully utilize its existing $100 million repurchase authorization.

That's a statement I would notice as a shareholder.

Not because buybacks magically fix a company.

They don't.

Nextdoor itself warns investors that repurchases aren't guaranteed to increase long-term shareholder value and that they reduce cash available for other purposes.

That's fair.

If Nextdoor can invest $1 internally and generate substantially more than $1 in long-term shareholder value, invest the dollar in the business.

But if management believes its own stock represents one of the best values available to the company?

Buy it.

That's capital allocation.

This Is Really a Question About Confidence

Nextdoor's Q2 wasn't all bad.

Revenue increased 15% year over year to $75 million.

Platform Weekly Active Users reached 22.9 million.

Adjusted EBITDA reached approximately $10 million.

The GAAP net loss narrowed dramatically to approximately $2 million, compared with $15 million a year earlier.

And the company finished June with approximately $378 million in cash, cash equivalents, and marketable securities.

Those are real improvements.

So here's what I want to understand:

If management believes those improvements are the beginning of something much bigger, why did Nextdoor repurchase zero shares during Q2?

You already have the authorization.

You have substantial liquidity.

You've bought shares before.

And the stock remains at a valuation that has frustrated shareholders like me.

Day 83

I'm still waiting for the two detailed Insights studies.

I'm still questioning the small-business monetization strategy.

I'm still questioning corporate communication.

I'm still questioning leadership.

And now I'm adding another question for Nirav Tolia and Nextdoor's Board:

You authorized $100 million to buy back NXDR shares.

At these prices, what are you waiting for?

If leadership believes in the direction of Nextdoor, I'd like to see that confidence demonstrated not just through words, podcasts and press releases.

Show shareholders through decisions.

Because ultimately, confidence isn't what management says about the company.

It's what management is willing to do with the company's capital.

Follow my continuing Nextdoor case study at NielFlamm.com/blog.

Day 82: Is Nextdoor Taking Another Four-Day Weekend?

It’s Day 82.

I’m still here.

Still reaching users.

Still talking to businesses.

Still raising questions for investors.

Still documenting my disappointment with Nextdoor.

And Nextdoor?

Well, from where I’m sitting, it looks like the company may be sticking to a familiar communications playbook:

It’s Friday before Labor Day weekend. Things have gotten very quiet.

No new post today that I’ve seen from Nextdoor’s corporate communications channels.

Nothing new from CEO Nirav Tolia.

And those two detailed Insights studies I’ve been requesting?

Still nothing.

But I do have some exciting news.

NXDR Is Up a Penny! 🎉

As I write this, NXDR is up approximately $0.01.

Hey, at least it isn’t down.

After 82 days, I’ve learned to appreciate the little things.

One penny at a time, people.

Of course, a penny on one trading day doesn't tell us much about the company's long-term value or investor confidence. What matters is sustained performance and whether management's decisions ultimately create shareholder value.

Will We Hear From Nextdoor on Labor Day?

My guess?

Probably not.

We'll see Monday.

But I have to wonder: how difficult is it for a corporate communications organization to schedule a Labor Day post in advance?

You don't exactly need someone sitting at a desk Monday morning typing:

“Happy Labor Day!”

Schedule it.

Go enjoy the barbecue.

Problem solved.

Then Tuesday arrives.

Maybe we'll get another beautifully polished message about verified neighbors, trusted recommendations, local businesses building brand recognition, and how Nextdoor is strengthening communities.

That's the messaging.

I'm interested in what happens underneath it.

Because the Bigger Questions Are Still Sitting There

How is Nextdoor's increasing monetization of small-business interactions going to affect the businesses that helped create the platform's local value?

Where are the two detailed Insights studies that Nextdoor's own previous blog posts invited readers to request?

How does executive compensation align with sustained shareholder value creation?

When does Nextdoor move from improving its losses to delivering the consistent profitability and value shareholders ultimately expect?

And when does somebody simply say:

“Niel, let's talk.”

That's the part that continues to amaze me.

This Could Have Been Very Different

I've said this before, but it becomes more relevant with every passing day.

If someone from Nextdoor had simply reached out to me almost a year ago, I doubt I would be this invested in documenting accountability today.

Not because they needed to agree with me.

Not because I expected special treatment.

Not because one phone call magically solves every disagreement.

Because somebody would have demonstrated something incredibly basic:

Accountability.

“We hear you.”

“We disagree.”

“Here's why.”

“Here's what we can do.”

“Here's what we can't do.”

That's communication.

Instead, I've spent months documenting what happens when questions linger, communication breaks down and a dissatisfied shareholder becomes increasingly interested in understanding why.

And here we are.

Day 82.

And No, I'm Not Interested in Being a Keyboard Warrior

Somebody reading all of these posts might think:

This guy just likes fighting with people online.

Actually, I'd much rather have a conversation.

In person.

By phone.

By web conference.

I'll even make it pleasant.

Let's Have a Virtual Coffee Date ☕

Anyone from Nextdoor who wants to discuss what I've been documenting is welcome to contact me.

I've provided this information before, and it's available on my website.

Email: niel@nielflamm.com

Phone: (843) 212-6824

Nirav, Communications, Investor Relations, Insights—or someone else at Nextdoor:

Pick up the phone. Send an email. Schedule a video call.

Coffee is on me.

Well, technically, my coffee is on me. Yours is on you.

Enjoy the Weekend

Maybe Nextdoor surprises me Monday.

Maybe there's a Labor Day post.

Maybe someone sends the studies.

Maybe my phone rings.

Maybe NXDR goes up another penny.

At this point, anything is possible.

Because almost a year ago, a conversation might have been enough.

Now we're on Day 82.

The invitation remains open.

Let's talk.

Recovery Update: The Bubble, the Blood Vessels & the Crusty Arm

Today was my one-week follow-up after having the silicone oil removed from my left eye, and apparently my recovery story needed another plot twist.

First, the easy update.

My arm is getting crustier.

That sounds disgusting because, frankly, it looks disgusting. The road rash from my disagreement with my prosthetic, gravity, and the carpet is continuing to scab over. It may technically be healing, but aesthetically, we're still several miles away from a Neutrogena commercial.

Now, back to the eye.

For the past several days, I've been talking about the horizon, the vinaigrette, the eclipse and, most recently, this translucent dot or bubble floating around in my vision.

Naturally, that was one of the things I wanted to ask about at today's appointment.

The Good News

The doctor looked at my eye and didn't see the translucent dot I'm seeing.

Okay. That's encouraging.

Apparently, whatever I'm seeing isn't something obvious sitting there waving at him from inside my eyeball.

The Bad News

He said what I'm seeing might be an air bubble.

So after spending the last week describing my eye as an airplane cockpit, apparently there might literally be air involved.

You can't make this stuff up.

The horizon has been shrinking. The vinaigrette has been disappearing. The eclipse came and went.

Now I've potentially got my own tiny bubble level.

👁️🫧

And Then Came the REALLY Bad News

This was the part of the appointment I wasn't particularly excited to hear.

The doctor is concerned enough about the blood vessels in the back of my eye that I may need injections into the eye to help prevent further bleeding or problems with those vessels.

Yes.

Shots. In. My. Eye.

I've dealt with an amputation.

I've dealt with dialysis.

I've had retinal surgery.

I've had silicone oil put into my eye.

I've had silicone oil removed from my eye.

And somehow the phrase "injection into your eye" still manages to get my attention.

I'm not saying that's definitely happening yet. That's the possibility we're now discussing, and we'll see where things go from here.

For now, I'm continuing the recovery process and paying very close attention to what I can—and can't—see.

The good news is that I'm seeing better than I was immediately after surgery.

The weird translucent bubble is still hanging around.

The arm continues to transform into one giant, crusty scab.

And apparently my left eye has decided that one surgery wasn't enough material for this blog.

Stay tuned.

At this rate, my eye may develop Wi-Fi tomorrow.