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Posts on PINS
Latest ideas and analyses related to Pinterest Inc. Class A Common Stock
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
wow, Elon Musk's favorite is the least popular social media platform among teens. And it comes with a much higher valuation than Facebook. Would't be...
Latest ideas and analyses related to Pinterest Inc. Class A Common Stock
+45 pts
Cutting Estimates Across Coverage on Macro, FX, and Company-Specific Dynamics; AMZN, BKNG, and UBER Remain Best Ideas
By realjoe on June 29, 2022, 10:23 a.m.
Tagged topics: analyst lowers estimates
Views: 35, Votes: 10, Responses: 0, Attachments: 1
+44 pts
$GOOGL, $META, $ABNB, $BKNG, et al: Marketing feedback, travel checks & ranking downside risks from here
By junkfoodlover on June 16, 2022, 12:26 p.m.
Tagged topics: investor sentiments
Views: 47, Votes: 6, Responses: 0, Attachments: 1
+32 pts
Apple WWDC Quick Take: Slight Positive in Sea of Bad News
By junkfoodlover on June 15, 2022, 1:39 p.m.
Tagged topics: WWDC
Views: 9, Votes: 2, Responses: 0, Attachments: 1
+36 pts
Digital Ad Market Update: Growth Re-Setting Lower, Downgrading PINS & SNAP to Neutral
By junkfoodlover on June 2, 2022, 1:47 p.m.
Tagged topics: analyst lowers estimates , analyst downgrade
Views: 21, Votes: 2, Responses: 0, Attachments: 1
+37 pts
Where To Go If 2H Growth Slows?
By mooreideas on June 2, 2022, 10:14 a.m.
Tagged topics: macro pressures , analyst lowers estimates , analyst lowers target
Views: 29, Votes: 2, Responses: 0, Attachments: 1
+37 pts
$PINS results beat very low expectations, but MAU performance reflect unfavorable exposure to $GOOGL algo changes
By labjordan on April 28, 2022, 3:21 p.m.
Tagged topics: earnings results , Google algo changes
Views: 28, Votes: 4, Responses: 0, Attachments: 1
+41 pts
Who Is Most (and Least) Exposed to Fingerprinting Risk?
By realjoe on April 20, 2022, 4:48 p.m.
Tagged topics: digital advertising , fingerprinting
Views: 144, Votes: 6, Responses: 0, Attachments: 1
+34 pts
Implications of Potential TWTR Sale for PINS?
By junkfoodlover on April 20, 2022, 11:34 a.m.
Tagged topics: earnings preview , mergers and acquisitions
Views: 20, Votes: 2, Responses: 0, Attachments: 1
+31 pts
TMT Insights : Social Media in Focus, Low HOLT P/B Multiples vs History & Meta Platforms (FB) and Pinterest (PINS)
By KHUN on April 19, 2022, 9:22 a.m.
Tagged topics: media
Views: 12, Votes: 2, Responses: 0, Attachments: 1
+44 pts
Ad checks indicate supply chain not a major issue, but IDFA and macro headwinds remain
By realjoe on April 13, 2022, 11:50 a.m.
Tagged topics: digital advertising , channel checks
Views: 137, Votes: 4, Responses: 2, Attachments: 1
+43 pts
Trimming #s Ahead of 1Q Earnings on Russia & Related Impact, & Risk of Softer Consumer; Stronger Sector Growth in 2H
By labjordan on April 8, 2022, 12:43 p.m.
Tagged topics: analyst lowers estimates , deep dive
Views: 44, Votes: 5, Responses: 0, Attachments: 1
+42 pts
1Q22 Internet App Data Analysis
By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks
Views: 33, Votes: 4, Responses: 0, Attachments: 1
+16 pts
wow, Elon Musk's favorite is the least popular social media platform among teens. And it comes with a much higher valuation than Facebook. Would't be...
By wallstreetfront on April 6, 2022, 2:21 p.m.
Tagged topics: analyst checks , deep dive , teens
Views: 19, Votes: 5, Responses: 0, Attachments: 0
+49 pts
Data indicates US teens now prefer TikTok over Snap, gaming less, losing interest in plant-based meat, but remain very loyal to iPhones
By puckerman17 on April 6, 2022, 1:27 p.m.
Tagged topics: analyst checks , deep dive , teens
Views: 203, Votes: 6, Responses: 1, Attachments: 6
+43 pts
How Apple might break fingerprinting in iOS 16
By mooreideas on Feb. 22, 2022, 11:21 a.m.
Tagged topics: analyst checks
Views: 192, Votes: 5, Responses: 0, Attachments: 1
+49 pts
$PINS - Watch Tab worth watching
By mooreideas on Feb. 4, 2022, 1:32 p.m.
Tagged topics: earnings results
Views: 54, Votes: 7, Responses: 0, Attachments: 1
+54 pts
$FB $PINS $TTD - deep dives
By josiebe on Feb. 1, 2022, 3:28 p.m.
Tagged topics: deep dive
Views: 82, Votes: 6, Responses: 1, Attachments: 3
+47 pts
The Future of Social Commerce, Chasing a $2 Trillion Dollar Tiger (deep dive)
By labjordan on Jan. 31, 2022, 11:22 a.m.
Tagged topics: deep dive , Social commerce
Views: 70, Votes: 5, Responses: 1, Attachments: 1
+37 pts
Checks indicate solid digital ads growth through Q4; analysts most constructive on $GOOGL and $FB into results
By labjordan on Jan. 27, 2022, 10:42 a.m.
Tagged topics: digital advertising
Views: 158, Votes: 4, Responses: 0, Attachments: 2
+44 pts
$FB & $SNAP seen as having the widest disconnect between fundamentals and their stock prices
By ethonomics on Jan. 24, 2022, 12:28 p.m.
Tagged topics: digital advertising
Views: 207, Votes: 6, Responses: 2, Attachments: 1