Mike Russak ’26 pitched Pinterest Inc. (NYSE: PINS) on October 27th, 2025. Pinterest is a visual discovery platform enabling users to find inspiration and ideas for various aspects of their lives. This ranges from home decor and fashion to cooking and travel. Pinterest operates as both a social media network and a search engine, offering a unique blend of user-generated content and algorithmic recommendations.
Mike’s investment thesis is built around four core pillars: intent-based shopping, deepening commerce integration, global monetization expansion, and AI-driven personalization. Within the Interactive Media & Services industry of the Communication Services sector, ongoing technological advancements, particularly in AI and advertising innovation, continue to drive growth. Pinterest is well positioned to capitalize on these trends. Its use of machine learning and generative AI to personalize home feeds, search results, and ad placements, combined with strategic partnerships that enable seamless in-app shopping and an inherently intent-driven user base, uniquely position Pinterest to capture advertising dollars more effectively than competitors.
SMIF voted to purchase approximately $35,000 of PINS, funded by the sale of META, GOOGL, and SPOT.
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