The Panic-Proof Portfolio (Stockchase Research) Pinterest PINS-N TOP PICK Sep 16, 2025

It's surged from $34 to $84 since the TikTok deal collapsed, and now trades at 20x sales--one of the priciest stocks around. He'd like Microsoft to buy Pinterest. PINS benefits from a shift to kinder social media, post-Trump.

It is an interesting name. It is very focused on particular interest groups in the social media space. It did well during the pandemic and has pulled back. He does not think it will gain market share from the other social media companies. He would prefer FB-Q or GOOG-Q.

In just 3 months, this has jumped from $25 to $37. Take some profits.

It has been around a long time but many people don't realize that 2 1/2 years ago new management came in and really changed things. They improved the site and are using AI to make both the content and ads more relevant to the users. In the last quarter it had 16% revenue growth and the number of users was up 10% year over year and is accelerating. Ads are increasing too. It also raised guidance. Trades at less than 19 X earnings.
Buy 31  Hold 10  Sell 0

Growth rates are impressive, with expectations for mid-teens EPS growth. Well over 500M monthly active users (400M outside NA, which is interesting). A social platform, which all have taken over the world. Big competition, but a lucrative area. Reasonable multiple. 

No strong opinion against taking a position. However, wonders how wide their standalone moat is. He'd prefer something like META, which has Instagram as part of a much bigger organization.