InvestorPlace Article on Pinterest

Good article that confirms many of the points on this board that I summarize below

  1. Slowdown in user growth is temporary & seasonal
  2. Ad market is coming back
  3. Revenue and ARPU is on the rise due to new features
  4. Monetization of Int’l users is the key for future growth

The Street Overreacted to Pinterest Earnings. Buy PINS Stock Before It Hits $100 - by Luke Lango

“The reason the stock is falling — slow user growth — is a near-term headwind, and shares are dramatically undervalued. It’s no wonder that Morgan Stanley, KeyBanc, Wedbush, JPMorgan, Deutsche Bank, and Wells Fargo all reiterated “Buy” ratings on PINS stock after the earnings report. This near-term plunge will not last. Over the next few months, PINS stock will power toward $100.”

Full Article:…