Calls
1
u/norwegiansmallcaps
Reddit r/ValueInvesting
Win Rate
100.0%
return
+19.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 14
$15.42
+19.5%
Author argues Pinterest trades near multi-year lows around $15 at roughly 6x EV/EBITDA and 6x EV/FCF with ~$1.25B annual FCF, ~30% EBITDA margins, net cash, and 619M MAUs, so the market prices in little improvement. The causal mechanism is that even modest international ARPU convergence (US ~$30+ vs RoW <$1) plus low-teens growth stabilization would re-rate the compressed multiple, aided by more effective buybacks at $15 than $30+. Main stated risks are retail ad-spend pullback, a permanently wide international ARPU gap, high SBC (~20%+ of revenue), and AI assistants absorbing visual discovery. Horizon unspecified.
Internet Platforms
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u/norwegiansmallcaps has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PINS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
