Pinterest, Inc. (PINS): Investor Discussion

Pinterest Inc - Ordinary Shares - Class A

TMT


Presented:08/17/2023
Price:$26.70
Cap:$17.90B
Current Price:$33.67
Cap:$23.10B

Presented

Date08/17/2023
Price$26.70
Market Cap$17.90B
Ent Value$16.30B
P/E RatioN/A
Book Value$4.02
Div Yield0%
Shares O/S670.39M
Ave Daily Vol10,750,295
Short Int3.03%

Current

Price$33.67
Market Cap$23.10B
Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Publicly traded companies mentioned herein:Amazon.com Inc (AMZN), Alphabet Inc (GOOGL), Meta Platforms Inc (META), Microsoft Corp (MSFT), PayPal Holdings Inc (PYPL), Pinterest Inc (PINS), Snap Inc (SNAP)

Current Overview

A PINS investor started the discussion by framing up the current overview, noting there has long been an intuitive bull case about monetization with uncertainty around execution. He walked through several potential catalysts between now and year-end, including the upcoming AMZN partnership, 2H’23 margin expansion, and the September 19th Investor Day. This led to dialogue among the group on these dynamics and more. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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