Why The Street Loves LinkedIn
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
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.
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FB IPO was the ultimate
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
Ben Shalom Bernanke: FB IPO
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
I hate victims who respect their executioners
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BlackHat: Ben Shalom
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?
See my WSO Blog
DontMakeMeShortYou: BlackHa
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 hate victims who respect their executioners
Follow BH & Co. on Twitter: @DumbLuckCapital
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BlackHat: DontMakeMeShortYo
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.
See my WSO Blog
DontMakeMeShortYou: BlackHa
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.
Don't know much about management there but I'm deep into FOSL and from what I can tell the Kors story is beyond delicious right now... not sure what their intentions are but that brand is really powerful. I'd be afraid to short it if I had to make that decision today, but don't know enough about the actual company to suggest otherwise. Can't disagree with you on GNC, haha.
I hate victims who respect their executioners
Follow BH & Co. on Twitter: @DumbLuckCapital
twitter.com/DumbLuckCapital
BlackHat: DontMakeMeShortYo
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.
Don't know much about management there but I'm deep into FOSL and from what I can tell the Kors story is beyond delicious right now... not sure what their intentions are but that brand is really powerful. I'd be afraid to short it if I had to make that decision today, but don't know enough about the actual company to suggest otherwise. Can't disagree with you on GNC, haha.
Yeah I've done a lot on FOSL as well. Feels like that might be a short here, along with UHR and CFR. On the latter two, they somehow keep having this great sell-in, but all channel checks suggest sell-through has been weak. At some point retailers (particularly Chinese) will stop taking on additional inventory and these guys are fucked.
See my WSO Blog
BlackHat: DontMakeMeShortYo
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.
Don't know much about management there but I'm deep into FOSL and from what I can tell the Kors story is beyond delicious right now... not sure what their intentions are but that brand is really powerful. I'd be afraid to short it if I had to make that decision today, but don't know enough about the actual company to suggest otherwise. Can't disagree with you on GNC, haha.
Just really, really glad I didn't short KORS in the low 40s. Wanted to so bad. Thing's a monster
See my WSO Blog
DontMakeMeShortYou: Yeah I've
Yeah I've done a lot on FOSL as well. Feels like that might be a short here, along with UHR and CFR. On the latter two, they somehow keep having this great sell-in, but all channel checks suggest sell-through has been weak. At some point retailers (particularly Chinese) will stop taking on additional inventory and these guys are fucked.
I've actually been pretty impressed with what I've been seeing so far with FOSL. And it's still cheap even after Q2 based on the growth. I've been waiting for 5 years for FOSL to finally miss on fashion, but they seem to do the best job of mitigating fashion risk with the low-cost, diverse looking watches... people could go in there and buy 7 watches for $1000 if they wanted to and have one for every day of the week. I give them credit so far but I'm not entirely in the weeds on it yet, and haven't spoken to Kotsartis but plan on doing so soon.
I hate victims who respect their executioners
Follow BH & Co. on Twitter: @DumbLuckCapital
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KORS is getting frothy
KORS is getting frothy
LNKD makes FB look like a
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.
slotmouth: LNKD makes FB look
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.
well look at groupon. it doesn't even have a pe because it doesn't make money
LNKD is a phenomenal
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).
slotmouth: LNKD makes FB look
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
When evaluating whether or not to post something on WSO, I think to myself, "would an idiot post this" and if the answer is yes, I do not post that thing...
DontMakeMeShortYou: BlackHa
peepstache: This is why im
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You're on Patrick.. :) It
When evaluating whether or not to post something on WSO, I think to myself, "would an idiot post this" and if the answer is yes, I do not post that thing...
Monster has a market cap of