Seeking Alphaยท2025-09-18 07:19Core 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]