+ Watch LNKD
on My Watchlist
Linked In is finally figuring out how to monetize it's professional social network and they are just starting to get real traction on product / market fit. If you've been job searching recently you know your job search begins and ends with LNKD.
My Recency + Exposure Theory (February)
LNKD is successfully differentiating itself among social media offerings. Its purchases and services, although not perfect are designed to serve all community members participating in enterprises in key ways. To make it beyond four years, LNKD will need to continue to create services businesses and professionals never knew they needed, before a competitor servicing the temp or payroll arena decides to expand their footprint first.
These internet websites are all ridiculously overvalued. LinkedIn currently has a market cap of $23.22 billion compared to $9.19 Billion. And I can assure you Burger King's thousands of physical locations and selling people actual products for profit should be more valuable than even 7 billion faces staring at internet ads for hours on end. The current stock price right now is just insanity. LinkedIn will never offer dividends so the only play on this is to fool someone else into paying a higher price than you (technically a ponzi scheme), and at least to me, that sort of stock play is never worth the risk. This stock's best hope would to be bought out by Facebook. We know how much they love overpaying for different companies in a last-ditch effort to justify Facebook's even more ridiculously overvalued market cap.
more people looking and hiring through their ever growing network
based on on other fools recommendation.
whenever I buy stocks they drop, when I sell them they go up and since I recently purchased LNKD it will underperform here in the near future. It's amazing how I can control stocks with this talent.
Recent lower price makes this growing business a great time to buy. LNKD should become the primary professional resource for individuals and corporations.
FINALLY some technical deterioration in a stock that is way overdue for some!Actual value $33 at most.
6 signs of a Rule Breaker:1) Top dog and first mover in an important, emerging industry: LNKD is by FAR the top dog in online professional networking. Check.2) Sustainable advantage gained through business momentum, patent protection, visionary leadership, or inept competitors: LNKD has very strong business momentum with 37% membership growth, 57% sales growth, and 63% operating cash flow growth in 2013. Additionally, LNKD's incredibly strong network effect adds to its moat. Check.3) Strong past price appreciation: LNKD's stock price has stalled recently, but it's still up over 100% over a 3 year period, far outpacing the S&P (up 38% over the same time frame). Check.4) Good management and smart backing: Jeff Weiner is a talented, focused, and proven manager with clear strategic goals for LNKD in 2014. Check.5) Strong consumer appeal: A bitt iffy, but I'll still give LNKD a check here. When I was looking for a job coming out of college, having a LinkedIn profile was a MUST. The company is clearly on the mind of users and influencers in its target market.6) Documented proof that it is overvalued, according to the financial media: Probably the easiest check mark of all. A few headlines: "LinkedIn: Why Are Investors Paying So Much For This Stock?", "Why LinkedIn Remains Irrationally Overvalued: A Look At The Numbers", etc... Check.The stock is down quite a bit from recent highs, providing an attractive opportunity for long-term buyers. Green thumb.
Linked In is a well managed company with considerable long term growth potential. As difficult as it seems, ignore the short term gyrations and focus on the long term. It is an impressive prospect.
Bright was hands down the best acquisition option for Linkedin!I personally believed that Linkedin was nothing more than a social network tool for professionals but a terrible place to find jobs.However, by acquiring Bright, which I think is currently the best job search engine out there, Linkedin is set to destroy the competition.Congrats Linkedin!
Maybe getting back in early. Anticipate volatility but definite out perform in a 3-5 year period.
No other serious repository of CVs with a growing functional set of HR tools that will continue to build value step by step. Maybe not as fast as WallStreet wants, but it will be far more sticky than FB, Twitter and G+. Not for the short sighted investor, buy on the dips.
Massive growth potential. Industry leader. The future of recruitment and networking. Innovative company.
new paridigm in recruiting venue.
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