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SNAP , FB , GOOGL , PINS

+50 pts



$SNAP $FB $GOOGL $PINS - 3 bullish macro factors for online ads into 2022, but #IDFA headwinds & tough comps remain hurdles

By phenphen on Nov. 24, 2021, 4:51 p.m.
Tagged topics: digital advertising , 2022 outlook

Views: 160, Votes: 7, Responses: 1, Attachments: 1
PINS

+41 pts



$PINS results were better than feared, but user user base and impression growth likely close to full

By labjordan on Nov. 8, 2021, 9:54 a.m.
Tagged topics: digital advertising , MAU , earnings results , better than feared

Views: 126, Votes: 5, Responses: 1, Attachments: 1
PYPL , PINS

+40 pts



$PYPL - selling overdone? Q3 results may be a positive catalyst

By labjordan on Nov. 8, 2021, 9:49 a.m.
Tagged topics: buying opportunity , mergers and acquisitions , fintech , selling overdone

Views: 306, Votes: 7, Responses: 0, Attachments: 1
PYPL , PINS

+38 pts



$PYPL for $PINS - 'not at this time' means 'maybe in the future' or 'never say never'?

By labjordan on Oct. 25, 2021, 2:51 p.m.
Tagged topics: digital advertising , eCommerce , mergers and acquisitions

Views: 38, Votes: 5, Responses: 0, Attachments: 2
PYPL , PINS

+41 pts



$PYPL buying $PINS could enhance PayPal's value, but only if deal helps PINS transitions from ad-based to commerce

By labjordan on Oct. 21, 2021, 11:56 a.m.
Tagged topics: digital advertising , eCommerce , market chatters , social media , mergers and acquisitions

Views: 199, Votes: 5, Responses: 0, Attachments: 4
PINS , $SNAP , PINS

+38 pts



#Long #$SNAP and #$PINS

By Gh on Oct. 8, 2021, 11:28 p.m.
Tagged topics: valuations , secular growth , Strong pace of innovation

Views: 60, Votes: 4, Responses: 0, Attachments: 0
GOOGL , SNAP , FB , PINS , TWTR

+52 pts



Goldman US Digital Advertising Q3 Preview

By rIsILAwr on Oct. 8, 2021, 5:42 p.m.
Tagged topics: digital advertising , earnings preview , Goldman Sachs

Views: 111, Votes: 9, Responses: 1, Attachments: 2
PINS

+38 pts



$PINS - RBC deep dive says user growth likely closer to plateauing, and conversion needs improvement

By underdog on Oct. 1, 2021, 2:49 a.m.
Tagged topics: digital advertising , eCommerce , RBC , user growth

Views: 126, Votes: 2, Responses: 0, Attachments: 2
PINS

+36 pts



$PINS - Piper Sandler data indicates strength in mobile app user base, says post Q2 sell off overdone

By labjordan on Sept. 24, 2021, 10:48 a.m.
Tagged topics: digital advertising , MAU , Piper Sandler , buy the dip , mobile app

Views: 150, Votes: 2, Responses: 0, Attachments: 2
PINS

+46 pts



$PINS - JP Morgan downgrades to Neutral on risks from Pinterest's transitioning to a creator platform

By labjordan on July 30, 2021, 9:50 a.m.
Tagged topics: downside risk , earnings results , analyst downgrade , JP Morgan , creator platform

Views: 169, Votes: 7, Responses: 0, Attachments: 2
SNAP , TWTR , GOOGL , FB , PINS , AMZN

+41 pts



$SNAP $TWTR - Morgan Stanley says the strong ads reflect innovation, faster macro online ad growth, and TAM expansion

By labjordan on July 23, 2021, 11:30 a.m.
Tagged topics: digital advertising , innovation , TAM expansion , secular growth , big tech , Morgan Stanley

Views: 353, Votes: 3, Responses: 1, Attachments: 2
XLC , PINS , SNAP , TWTR , XLY , XLP , XLE , XLF , XLV , XLI , XLK , AAPL , XLB , XLRE , XLU

+33 pts



CFRA’s equity research analysts on the factors that are likely to have affected Q2 EPS growth.

By suntzu on July 12, 2021, 8:37 p.m.
Tagged topics: macro environment , earnings preview , ETFs

Views: 45, Votes: 3, Responses: 0, Attachments: 10
AAPL , ROKU , AMZN , GOOGL , FB , PINS , SNAP , TWTR

+32 pts



JP Morgan sees app tracking opt-in below 40% eight weeks into iOS14.5, still believes advertising impact to publishers will be 'manageable'

By mooreideas on June 28, 2021, 12:21 p.m.
Tagged topics: analyst checks , digital advertising , JP Morgan , App Tracking Transparency , iOS privacy changes

Views: 176, Votes: 2, Responses: 0, Attachments: 4
FB , SNAP , PINS , TWTR

+37 pts



Morgan Stanley sees reopening driving lower social media use, says pricing and innovation key to growth, prefers $FB (Top Pick), $SNAP, $PINs over $TWTR

By bbern3 on June 18, 2021, 3:51 p.m.
Tagged topics: analyst checks , pricing environment , digital advertising , social media , Morgan Stanley , reopening fears

Views: 169, Votes: 4, Responses: 0, Attachments: 17
SNAP , TWTR , PINS , FB , GOOGL

+34 pts



Piper Sandler says current hiring spree point to a healthy digital ad industry, see most aggressive hiring at $TWTR and $SNAP (Top Pick)

By labjordan on June 18, 2021, 12:04 p.m.
Tagged topics: analyst checks , digital advertising , Piper Sandler , hiring data

Views: 207, Votes: 4, Responses: 0, Attachments: 13
FB , SNAP , PINS , GOOGL , WMT , KIM , SPG

+44 pts



$FB, $SNAP, $PINS, $GOOGL - Morgan Stanley calls online advertising 'the new rent', sees acceleration continuing (deep dive)

By labjordan on May 24, 2021, 2:22 p.m.
Tagged topics: digital advertising , post-COVID , social media , economic recovery , Morgan Stanley , online advertising

Views: 256, Votes: 5, Responses: 3, Attachments: 29
TWTR , PINS

+31 pts



$TWTR - Deutsche (bull) is cautious on Twitter shares into Q1 results after $PINS miss, says ad checks indicate potential weakness around Capitol riots in January

By labjordan on April 29, 2021, 1:40 p.m.
Tagged topics: negative catalyst , analyst checks , earnings preview , earnings risk , Deutsche Bank , Capitol riots , earnings read through

Views: 134, Votes: 1, Responses: 0, Attachments: 3
PINS , TWTR , SNAP

+44 pts



$PINS - JP Morgan says higher ARPU will help offset PINS weaker user engagement as lockdowns ease, but prefer $TWTR and $SNAP

By labjordan on April 28, 2021, 1:49 p.m.
Tagged topics: ARPU growth , digital advertising , user engagement , JP Morgan , earnings miss , reopening fears , slower growth

Views: 148, Votes: 7, Responses: 1, Attachments: 8
AMZN , GOOGL , FB , ATVI , PLTK , ZNGA , FTCH , SNAP , PINS

+46 pts



Morgan Stanley short-lists stocks they're most bullish on, set to benefit from 'structural behavioral change' post recovery

By labjordan on March 30, 2021, 6:06 p.m.
Tagged topics: digital advertising , gaming , big tech , analyst top pick , Morgan Stanley , new behavior from pandemic , post recovery

Views: 212, Votes: 5, Responses: 3, Attachments: 50
SNAP , TWTR , PINS , FB , GOOGL

+32 pts



$SNAP, $TWTR - Piper Sandler data shows aggressive hiring, says $SNAP should be bought on recent weakness

By labjordan on March 26, 2021, 12:22 p.m.
Tagged topics: analyst checks , digital advertising , app downloads , social media , Piper Sandler , buy the dip , media , hiring data

Views: 200, Votes: 2, Responses: 0, Attachments: 8
Free cash flow up significantly
regulatory risk eliminated
not a social media stock but an ecommerce stock
Hydrid play: social network & ecommerce
Very strong growth