2/6/25 - $pins - Considering long EPS...

6 ก.พ.

2/6/25 :: VROCKSTAR :: PINS
Considering long EPS...

- so u get META talking about ad revenue, GOOGL strong on this frong, even SNAP (which it's own basket of broBS) strong on this front too
- the google trends for pinterest esp on the worldwide basis are legit strong
- YES YES sbc is high in this FCF equation - but legit, this only compounds when the company is in trouble and/or growth stalls on the share price (usually both happen at the same times... but you know, mr mkt sometimes does funny things :)
- anyway, nearly 5% "fcf" (quotes bc of the sbc piece) and growing teens is, frankly, ownable.
- i think cathie woods likes this *long sigh*. didn't look but hopefully cramer isn't recommending it.
- all jokes aside, this could be a good punt on the long-side into print. i'm 60/40 about to pull the trigger.

anon push me off... or keep me from jumping

V

6 ก.พ.

บันทึก

decision time decision time

i'll bite. only a 10 bps position to play the game, give the ol smooth brain a bit more contours

i can't help shake fact that GT's looks legit, valuation is 1/3 cheaper than SNAP, it's a unique property for shopping/ think AI really is (again) something interesting that can be introduced, multiples are not expensive at maybe slightly above 1x PEG. downside is i simply don't use the product, so hard to have conviction, but i'll do more work in the coming quarters esp if the stock dumps. usually losses force investigation more than wins. and honestly, this is one i think i should have a better clue on. i'd def kick myself for not buying it. think result probably sends stock up 10% accordingly. options chain damn expensive, so also part of why i'm keeping small.

V