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Huge Moat based on first mover, scale etc. Can make money multiple ways.
Still very much a global growth stock. Working professionals will continue to join, as well as new grads. Linkedin is currently spending on marketing and R&D for global growth and will only become more valuable over time as it perfects its offering and increases its revenue/user. This is easily a profitable company once they reduce the aforementioned expenses. A new professional network will not dethrone this one anytime soon.
Huge moat with no competition. Extremely sticky with customer base. Long-term, very low capital investment needed to grow this company - growth is largely self propelled - and they will surely find additional ways to monetize the large membership base. Great inflation hedge as membership fees can mirror any future demise of the dollar. This is an investment you hold for decades.
Granted, LNKD has network effects that most MBAs can identify, but how compelling is that for advertisers, recruiters? A must have? Does it justify more than 10X sales? perhaps. it is clear that TMF loves this stock and it does have some revenue traction, but operating expenses are growing faster than sales so you have to wonder how scaleable they are. I'm shorting them thinking that their stock is a several years ahead of where they are operationally.
Profit-takers pushed the stock down in 2014, but it will rise again.
China has ways of changing the playground. How do you change the graft? We went through this before with MDP when the books were cooked so there were losses with CGA & Yong. China seems to be a jinx, that is just my thought.
Overvalued! Market due for pullback!
Great company, down 40%. Excellent competitive position, great product. I'll take it.
Personal experience, smooth, non-intrusive introduction of new 'products', expanding user base.
Pullback has been too severe. Looking for the share price to recover, though do not really expect it to rocket much more due to slower take-up. I've also received unsolicited calls from head-hunters which turns me off slightly to the service.
Good management, creative solutions...am in it for the long haul
Facebook for professionals. They'll start to eat share away from careerbuilders and monsters of the world.
overdone pullback, no competition, and just getting started....the thinking persons facebook.
LNKD has fallen a lot. This is one of the few social plays that makes a lot of sense. It brings to the table revenues from both a service and advertising which makes it a much more stable offering today than TWTR. Add to that users have a real financial motivation to participate (improving their careers), it's a no brainer that LinkedIn is here for the long haul. Now they just have to do a better job monetizing their users. Their $1.58 ARPU last quarter is 30% lower than FB even though you could make the argument that the user should be worth much more on average since this is more of the upper echelon of web user. I think a $5 ARPU is achievable in the next 3 years
This company lost it's popularity but shouldn't be counted out of the game. They have a great idea, and people genuinely love them. They are invaluable in today's job market. If the average person changes careers 8 times, that's 8 times in their life LNKD in become essential.
This business has a lot of ways to make money and grow.
This one has to be for the long term -- and maybe I'll live long enough to see it become profitable and beat the S and P :-)
Probably shouldn't try and catch this falling knife, but I believe in the long term prospects of this company. They have several revenue streams to monetize their huge member base. More and more professionals will be found and hired through LinkedIn as the economy grows and the company matures. If you think about it they have free raw material for there product since members freely add their resumes to the site. This allows for big profits which can then be plowed back into the business building a substantial moat against the competition.
LinkedIn reported a good quarter to start the year, beating both revenue and Ebitda consensus. Despite concerns over Talent Solutions, revenue growth was strong due to strength in revenue/customer. For Marketing Solutions, Sponsored Updates continued to gain traction and improve mobile monetization.The company is still applying for the license and recruiting employees. I believe that China could deliver $400 to $700m in revenue per year, assuming the company gets two-thirds of the addressable users and achieves monetization of 51job.com at nearly $4 per user at the low end and near $7 at the high end by adding advertising and premium subscriptions.
To justify the current price of $153, you have to assume that earnings will double each of the next five years.P/E ratio of 643.74. Estimated intrinsic value of $31
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