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Pinterest: Spending To Win Social Commerce

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  • Pinterest reported a solid quarterly beat for Q1'23, but the company only grew revenues by 5%.
  • The stock fell after hours due to guidance for double-digit operating expense growth in Q2'23, but the company needs to invest aggressively in enhancing the shopping experience.
  • Pinterest quickly becomes cheap as the stock dips to 4x forward EV/S targets.
  • This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More » 
The market doesn't like the Q2'23 guidance from Pinterest (NYSE:PINS), but the numbers are clear that the social imaging company needs to spend to win the large market opportunity. The company has a large user base

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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