Pinterest: People Aren't Pricing In The Positives (Archive)
Pinterest’s superior advertiser value, rising engagement, and monetization point to underappreciated upside.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- Pinterest is ready to increase ARPUs and scale their user engagement growth model to other markets.
- I believe Pinterest's superior value proposition for advertisers will lead to greater resiliency in ad revenue compared to other social media peers.
- I believe user engagement improvements and monetization focus will boost revenues and margins.
- A DCF valuation shows 26% upside in the stock.
- Technical analysis also shows upside potential, especially relative to S&P 500.
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
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