I'm posting this for Patrick since he's an avid fan of the stock. This came from Business Insider.
Why LinkedIn Is The Internet Stock Wall Street Loves
LinkedIn has several streams of revenue: subscriptions, job listings, and advertising. Dig deeper and you see that all of those revenue streams have their own nuances. For example, LinkedIn gets subscription revenues both from big companies and from individual professionals, and its growing its brand-advertising business that's targeted at the site's attractive demographics so it's less dependent on employment-related ads.
In short, even if you're bearish on one part of LinkedIn's business, odds are you'll find something else you like.
ahhh, Thanks Benny....anyone else see FB shares keep moving down - some lockups expired today.
WHERE IS THE BOTTOM for FB?!? I say $11/share.
For the record, short term I don't see much more price appreciation for LinkedIn, but I like where they will be in 5 years.
FB IPO was the ultimate bubble. People love to speculate about things that could be overpriced but everyone seemed so sure that FB was do for an enormous pop when it began trading.
I wonder if Facebook is facing any brain-drain situations of employees cashing in and deciding to retire/work elsewhere/have their own startup
You mean like Zynga? :P
or grpn?
I love computer nerds. They saved my career.
I think KORS is a blow-up soon, but really hard to position. I think they crushed this quarter to get ready for another secondary. Met with CFO recently and the guy is a fucking dimwit... don't know how familiar you are with the story, but it just seems like one of those cash-out stories. GNC smells the same.
KORS is getting frothy
LNKD makes FB look like a value stock. LNKD has a PE of 866! One bad quarter and this valuation is gone in a heartbeat.
this
This is why im short :P
LNKD has good management and vision but is not worth a PE of 866
I'd cover your short...looking at JUST the PE ratio with a firm that is still growing at a 80-100% clip on ALL it's business lines is pretty weak. Look at Amazon...people have been saying the same thing when it was at $80/share...but guess what?, it is killing ALL Brick and mortar, just like LinkedIN is becoming the recruiting tool across the world and KILLING Monster.
LinkedIN went public WAY EARLIER than FB in it's growth cycle...it is still growing like a weed, so I think the forward P/E of ~70 for this stock is more relevant (agreed, still rich)...I bought in at $79/share and I plan to hold it for a long long time, just like Amazon, because I can't point to 2 better companies that will crush their respective spaces over the next 10 years than those 2 companies...can you?
Are the valuations rich right now, sure. Would I sell and put my $ somewhere else for the long term. Hell no. I would not buy more at this price (on either) but I can tell you if LinkedIn does slide to $80/share or if Amazon slides to $180/share (where I got a lot in), I'd be happy to pick up more.
LNKD is a phenomenal management team with the right priorities and a clear plan to attack a large addressable market. It's really that simple.
Patrick - on FB, the lockup this week was nothing; the Tsunami of Stock is in November, when employees get to cash out (this week was institutions).
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