Skippy and Doogles Talk Investing
Pinterest: Hidden Gem or Just a Pretty Picture? [Investment Committee]
23 February 2026 47:50 Skippy and Doogles
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About this episode
Is Pinterest stock (PINS) a hidden gem… or just a really good looking business with a monetization problem? In our first-ever Investment Committee episode, we take a deep dive into Pinterest.
We break down:
- ARPU vs. Meta (and why that gap matters)
- The 9x monetization problem between the U.S. and Rest of World
- AI-powered discovery
- Stock-based compensation
- and more...
At ~$18 per share and down big from highs, is this a turnaround story, an acquisition target, or a value trap? As always: do your own research. We’re here to sharpen thinking, but the decision is yours.
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