+ Watch LNKD
on My Watchlist
Why people buy this company? It is Extremely overvalued in my opinion! The only way for the stock is DOWN!
According to Yahoo, this company is selling at 15 times sales. yes, that's right, sales, not earnings sales. At this price in order for it to be a deal it has to get a profit margin of around 20% and grow 10 times the size it is now. I am....doubtful that this will occur. I for one, am unsure about how sustainable growth is in America right now and I'm not really all that impressed with LinkedN as a company.
one of a kind business social linkage that provides essential information for ALL business people for employment, connections with executive throughout the world. They have no competition and they are not likely to have any. Many many opportunities for revenue,
ht Jim O'Shaughnessy
http://www.fool.com/investing/general/2014/08/19/why-linkedin-corp-is-worth-every-penny.aspxShow me the discounted cash flow projection :)
With the recent pending acquisition of B2B firm Bizo Linkedin lookspoised to take their business to the next level
Facebook and Twitter gained back some of their losses from the recent "market adjustment", so I made a pre-earnings play for LinkedIn. Not quite as dramatic as Twitter, but it did join the social media group. Interesting that a few months ago, the market decided high forward P/E's were a bad thing, then they give most of the losses back the next quarter. What a game the markets play. I got stopped out of LinkedIn in real life on the down trend. Looks like I should have reupped.While metrics remain well forward advanced, it is good to see the various areas that LinkedIn has managed to monetize their product. From advertising, to paid subscriptions, to employees seeking those to fill jobs. I like LinkedIn much better than Twitter.For a small investor, it doesn't work as well as lower priced equities. Oh, certainly I know that if you buy $10,000 of a $10 stock an it goes up 30%, and you buy $10,000 of a $200 stock and it goes up by 30%, you're up the same $3,000.00. The problem is that it's harder to scale in and out on small lots that represent a higher dollar amount.I know some folks really like LinkedIn and I'm getting over my dislike for high multiple forward priced equities, but it's hard to play a forward priced equity in a fickle market. 40% swings can be painful. Overall, I like LinkedIn, not sure if I can handle the ride. Hopefuly the markets become less fickle.
May regret this, but do not comprehend the valuation. I do not see a moat, it can and should be replicated and further specialized/segmented. As a buyer(profession) their plans to promote it as a sales tool pretty much ensures I will shut down my profile. I get enough weird contacts without it being designed for cold calling. I do like the site, I go there quite a bit, but it costs me nothing. That said, I have been wrong before.
US economy has been adding jobs at a steady pace for sometime now, and LinkedIn should be greatly benefiting from that. Plus the social aspect of LNKD has been putting other career websites aground and will continue to do so.
Continues to lack routes to growing revenue. Revenue streams may be approaching a maximum with US participation near likely zenith. Some people will never be paying customers, and LNKD lacks the capacity to monetize off of those that do not subscribe to their paid services. Ads needs improvement and thus so does long-term revenue generation.
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.
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.
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.
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