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Recs
my score may suffer in the near term, but over five years, come on.... this is a bunch of BS
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The drop after the last earnings report was an overreaction. I expect a bounce back to around $210 fairly soon. (5/16/13)
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The world needs to find skilled talent.
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Graham Valuation $6 per share: http://www.gurufocus.com/stock/LNKD I might be wrong, Amazon has been mispriced for more than 5 years.
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Subscription-based model will force competition to join; excellent management team, first mover
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LNKD is #1 on: "The Forbes Fast Tech 25: Our Annual List Of Growth Kings" (5/02/2012)
forbes.com/sites/ericsavitz/2012/05/02/the-forbes-fast-tech-25-our-annual-list-of-growth-kings/2/
Here's the entire (1yr old & presumably - outdated) tech industry's "List Of Growth Kings" (in a descending pace of growth)
01 LNKD caps.fool.com/Ticker/LNKD.aspx Social Networking
02 AAPL caps.fool.com/Ticker/AAPL.aspx Computer Hardware/Software
03 QLIK caps.fool.com/Ticker/QLIK.aspx Business Analytics Software
04 ATHN caps.fool.com/Ticker/ATHN.aspx Cloud-based Healthcare Services
05 EQIX caps.fool.com/Ticker/EQIX.aspx Data Center Services
06 EBIX caps.fool.com/Ticker/EBIX.aspx Software/E-commerce Services
07 ARUN caps.fool.com/Ticker/ARUN.aspx Wireless Equipment
08 RVBD caps.fool.com/Ticker/RVBD.aspx Networking Equipment
09 CTSH caps.fool.com/Ticker/CTSH.aspx Computer Programming Services
10 SFLY caps.fool.com/Ticker/SFLY.aspx Online Digital Photo Services
11 FIRE caps.fool.com/Ticker/FIRE.aspx Security Systems Services
12 SWI caps.fool.com/Ticker/SWI.aspx IT Management Software
13 SREV caps.fool.com/Ticker/SREV.aspx Revenue Management Software
14 SNCR caps.fool.com/Ticker/SNCR.aspx Transaction Management Systems
15 ACOM caps.fool.com/Ticker/ACOM.aspx Online Genealogy Services
16 FTNT caps.fool.com/Ticker/FTNT.aspx Security Systems Services
17 PEGA caps.fool.com/Ticker/PEGA.aspx Business Management Software
18 RAX caps.fool.com/Ticker/RAX.aspx Internet Software/Services
19 QSII caps.fool.com/Ticker/QSII.aspx Healthcare Software
20 EGOV caps.fool.com/Ticker/EGOV.aspx Information Retrieval Services
21 RHT caps.fool.com/Ticker/RHT.aspx Open Source Software
22 GPN caps.fool.com/Ticker/GPN.aspx Electronic Payment Services
23 CVLT caps.fool.com/Ticker/CVLT.aspx Systems Software
24 CACI caps.fool.com/Ticker/CACI.aspx Government Technology Services
25 VRSN caps.fool.com/Ticker/VRSN.aspx Internet Software/Services
Recs
Real money pick. Wanted some internet business exposure and just can't see Facebook living up to its hype.
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This is a business that has so many ways to make profit compared to it's peers and I see a big future for this company
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100 times earnings, hmmm....
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Earnings beat on both the top and bottom line with weaker guidance. This well run company went on sale today. Buy for a long term hold.
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I think we stand to make continuous improvement over the next 2-3 year.
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LNKD is currently at a P/E of over 1000 .. to justify it LNKD will have to grow at over 10 times year on year currently is close to that, but this will be hard to keep up .. LNKD thus seems to be overvalued
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Wayyy overpriced. I don't see enough growth in its future for 1000 x earnings to be justified. Plus, you never know when the next big, better site will come along and steal everyone away.
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Continues t beat earnings
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Hiring online with LinkedIn..preferred platform for HR managers
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One of the few consumer tech tools that appears to have a continuing value with potential value adding partnership opportunities. Corporate usage likely to increase.
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DOW is at a record high this week (Mid March 2013), linkedin's PE is at 948.32. I wish I had money now to short this sucker, b/c I think the biggest equity bubble is gonna asplode.
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Sky high pe, overbought.
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valuation is insanely bubblicious!
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Leadership, vision, technical expertise
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