Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Pinterest ($PINS)
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Deep dive on Pinterest ($PINS)

Jonah Lupton's avatar
Jonah Lupton
Jan 22, 2024
∙ Paid
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Jonah’s Growth Stock Deep Dives
Paid subscribers get 2-3 deep dives per month (8,000+ words) and 2-3 mini deep dives per month (2,000+ words) plus access to Jonah's investment portfolio (up +134.7% in 2023), daily activity, daily webcasts and investment models for dozens of stocks
By Jonah Lupton

Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +12.8% in 2024, up +134.7% in 2023 and up +1,200% since January 2020) plus my investment models and daily webcasts.


Company: Pinterest

Ticker: (PINS)

Website: Pinterest.com

IPO date: April 18, 2019 (traditional IPO)

IPO price: $19.00

Stock price at the time of writing: $27.24

Outstanding shares: 683.7 million (594.3 million Class A and 89.4 million Class B)

52 week high: $29.27 on March 27, 2023

52 week low: $16.77 on July 26, 2022

ATH: $89.90 on February 16, 2021

Market cap: $18.624 billion

Net cash/debt: +$2.57 billion

Enterprise value: $16.054 billion

Headquarters: San Francisco, California, United States

Number of employees: ~4,000

Average price target from analysts: $28.78


Next earnings call (Q2 2023): N/A

Investor Relations [click here]

Q1 2023 Earnings Report [click here]

Q1 2023 Earnings Call Transcript [click here]

Q1 2023 Earnings Presentation [click here]


Outline

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Conclusion [part 2]

  12. Additional Sources [part 1, 2]

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