29 Comments
 
markhobbus
UFOinsiderRIM

At least for the short term to ride down this pop.

Yes, at the time I posted Samsung had just said they weren't interested in RIMM and the price took a hit. Not sure who threw the poo. Perhaps blackbery fanboi who doesn't follow markets?
Get busy living
 
Best Response
1 Facebook. Although I could see it running up to $27-28/share again on a nice earnings surprise on the upside, I think we see $15-18/share easily by year, especially with all of the lockups expiring and employees dumping millions of share on the market over the next 5 months. 2 Pandora. As much as I like service, I think there will eventually be only one of these guys and I think Spotify will be that guy (more risk here since price has already come down off of highs)

I'd stay away from Best Buy and RIMM...possible takeover = higher liklihood of a spike in price.

I prefer buying puts to limit my downside...that's volatile enough for me. If FB climbs back to $26/share, I will buy some more puts...would be round 3 for me :-)

 
BVMadden
BlackHatUA

Is that just because of the P/E on the stock?

Click clack.

 

LNKD for sure.. way overvalued at $105 for 12 cents earnings per share

[quote=rufiolove]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...[/quote]
 
WallStreetOasis.com
peepstacheLNKD for sure.. way overvalued at $105 for 12 cents earnings per share

I'm long LinkedIn...like the business model, love the growth

LinkedIn is pretty much the opposite of Facebook from a revenue and Internet monitization standpoint. I'm long in LNKD as well.

-RR
 

ANGI. It cost them $91 to acquire each new customer in MRQ, which is about 4 years worth of subscription revenue per customer. IPO $$$ allowed them to stay afloat, but they are bleeding cash flow from operations.

 

I dunno, they'd have to continue to grow exponentially and it seems like anybody who would use Linkedin is already on it..

Also it seems like most people are on linkedin just because "everyone else is" and they don't want to look "unprofessional", but this could change in the future. Looks like more downside than upside at the current valuation.

[quote=rufiolove]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...[/quote]
 
BlackHatCan we all just take about 30 seconds to laugh at Groupon

You are the #1 hater of groupon

The answer to your question is 1) network 2) get involved 3) beef up your resume 4) repeat -happypantsmcgee WSO is not your personal search function.
 

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