Core Viewpoint - The current market sentiment towards Pinterest (NYSE: PINS) is negative, with a 25% decline in stock price, but this is viewed as a strength by the company, indicating a contrarian investment opportunity [1] Group 1: Investment Strategy - The company emphasizes a contrarian investment approach, focusing on understanding market sentiment and competition to identify potential investment opportunities [1] - The research aims to provide clarity and conviction for serious investors, utilizing alternative data sources to gain a competitive edge [1] Group 2: Historical Performance - A notable past investment example includes Carvana, which was recommended at $5 per share at the beginning of 2023, leading to a return of over 60 times in three years due to an overblown short interest and positive alternative data signals [1]

Core Insights - The article discusses the boredom risks associated with AI-generated content on platforms like Reddit and Pinterest, highlighting the potential impact on user engagement and investment opportunities in small and midcap companies [1]. Group 1: Company Focus - The analysis emphasizes a focus on small and midcap companies that present asymmetric upsides, suggesting that these companies may offer significant growth potential compared to larger firms [1]. - The author has experience in the Industrials and chemicals sector, which may provide valuable insights into investment opportunities within these industries [1]. Group 2: Industry Insights - The article reflects on the evolving landscape of content creation and consumption, particularly in relation to AI, which could influence market dynamics and investment strategies [1]. - The mention of a diverse professional background indicates a comprehensive understanding of various sectors, potentially enhancing the analysis of industry trends and company performance [1].

Group 1 - The article discusses the investment perspective on Pinterest, Inc. (NYSE: PINS), highlighting a previous buy recommendation based on growth drivers such as user activity expansion and revenue increase [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets rather than merely low multiples [1] - It is noted that while investing in successful companies carries risks, there are scenarios where the potential for growth diminishes the importance of current price [1]

Group 1 - The article discusses the investment perspective on Pinterest, Inc. (NYSE: PINS), highlighting a previous buy recommendation based on growth drivers such as user activity expansion and revenue increase [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability, steady growth, and strong balance sheets [1] - It is noted that while investing in successful companies carries risks, there are scenarios where the potential for growth diminishes the importance of current valuation [1]

Group 1 - Pinterest's Relative Strength (RS) Rating improved from 63 to 71, indicating a positive trend but still below the desired threshold of 80 or higher [1] - The Composite Rating for Pinterest has risen to 96, suggesting an overall strengthening in its performance metrics [4] - Following Q2 earnings, Pinterest's stock experienced a decline, highlighting ongoing challenges for the social media company [4] Group 2 - Pinterest has received an analyst upgrade, reflecting confidence in its potential, particularly as it makes advancements in AI [4] - The stock has seen a series of RS Rating increases, with recent jumps to 82 and 84, indicating growing investor interest [4]

Core Insights - Pinterest, Inc. (PINS) and Etsy, Inc. (ETSY) are key players in the social e-commerce sector, focusing on discovery-driven shopping experiences that blend social inspiration with e-commerce to capture consumer spending trends online [1][2] - Pinterest offers a platform for users to save and organize visual recommendations, generating revenue through ads targeted at millennials and Gen Z [1] - Etsy operates a two-sided marketplace that allows merchants to manage products and customer relationships, supported by a strong technology infrastructure [2] Pinterest's Competitive Position - Pinterest is establishing a unique value proposition for advertisers, improving its advertising platform to attract consumer discretionary brands [4] - The company is enhancing operational rigor and utilizing AI to improve relevancy and personalization, which is expected to yield long-term benefits [5] - Pinterest projects a sales growth of 15.8% and EPS growth of 33.3% for 2025, indicating strong future performance [8][11] Etsy's Competitive Position - Etsy is enhancing customer experience through personalized shopping experiences, utilizing AI and machine learning for better engagement [7] - The company expects a modest sales growth of 1.3% for 2025, but a significant decline in EPS by 43.4% [8][13] - Etsy's subsidiary, Depop, has shown strong growth, particularly in the U.S. market, contributing positively to overall performance [9] Market Dynamics - Pinterest's stock has gained 23.5% over the past year, while Etsy's has only increased by 6.8% [14] - From a valuation perspective, Pinterest trades at a higher price/sales ratio of 5.3 compared to Etsy's 1.98, indicating a premium valuation for Pinterest [15] - Both companies carry a Zacks Rank 3 (Hold), but Pinterest is viewed as a better investment option due to its superior growth expectations and operating metrics [16][17]

Core Insights - The individual has extensive experience in risk management and financial analysis, with a strong educational background in applied risk management and relevant certifications [1] - The focus areas include risk management, financial analysis, data science, and the influence of economic factors on financial markets [1] - The motivation for writing is to provide actionable insights for investors by translating complex financial data into understandable analysis [1] Group 1 - The individual holds an MSc in Applied Risk Management from the University of Athens and has completed the ACA Certificate Level [1] - The professional background includes roles in assurance, financial analysis, and trade operations at leading firms such as EY, PwC, Alpha Bank, and the National Bank of Greece [1] - The approach to investing emphasizes data-driven analysis and long-term value creation [1] Group 2 - The individual aims to write on topics related to risk assessment, financial modeling, and stock analysis [1] - There is a commitment to providing informed analysis on market trends, risk management practices, and investment strategies [1] - The focus is on supporting informed decision-making for investors [1]

Pinterest (PINS) CEO Bill Ready sat down with Yahoo Finance executive editor Brian Sozzi at the 2025 Goldman Sachs Communacopia and Technology Conference to discuss the social media platform's growth within user demographics like Gen Z and the site's adoption and deployment of AI tools to enhance online shopping experiences. For more CEO commentary from the 2025 Goldman Sachs Communacopia and Technology Conference, catch Brian Sozzi's full interviews with the chief executives from Verizon Communications (VZ ...

Core Insights - Pinterest Inc. is experiencing strong demand trends with total monthly active users (MAUs) reaching 578 million, reflecting an 11% year-over-year increase [1][7] - The user base is diversifying, with Gen Z now accounting for over 50% of MAUs and significant growth in male users across various categories [2][7] - The company is gaining traction among the Hispanic community in the U.S., with a notable increase in Spanish searches [3][7] User Growth and Engagement - MAUs in Europe grew by 7% year-over-year, while the rest of the world saw a 14% increase; U.S. and Canada registered a 5% growth in the second quarter [1] - Engagement metrics such as sessions, impressions, and saves have improved across all regions due to initiatives aimed at increasing actionable content [1] Demographic Insights - Gen Z is the fastest-growing segment, with millennials following closely; categories like fashion, beauty, and home décor are particularly popular [2] - The Hispanic community shows strong engagement, with one in three Hispanic adults using Pinterest monthly and an 18% increase in Spanish searches year-over-year [3] Competitive Landscape - Pinterest faces competition from META Platforms and Snap, with META having a strong multi-generational presence and a significant Gen Z user base [4] - Snap has a robust user base among Gen Z and young millennials, experiencing growth in Europe despite challenges in the U.S. market [5] Financial Performance - Pinterest's stock has gained 19.9% over the past year, compared to the industry's growth of 45.8% [6] - The company trades at a forward price-to-sales ratio of 5.35, which is below the industry average [9] Earnings Estimates - The Zacks Consensus Estimate for Pinterest's earnings for 2025 has decreased over the past 60 days, with revisions showing a downward trend [11][12]

PresentationEric SheridanMD & US Internet Analyst Okay. I think with that, we're going to get going on the next one. Okay. So it's my pleasure to have the team from Pinterest here for our second fireside chat of the day. With me is Bill Ready, CEO. I'm going to read a quick safe harbor, and then Bill and I are going to get into the back and forth into the dialogue. So some of the statements that Pinterest will make today may be considered forward-looking. These statements involve a number of risks and uncer ...