Skippy and Doogles Talk Investing
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:

  1. ARPU vs. Meta (and why that gap matters)
  2. The 9x monetization problem between the U.S. and Rest of World
  3. AI-powered discovery
  4. Stock-based compensation
  5. 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.

Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].

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