+ Watch YELP
on My Watchlist
Yelp still has space to grow it's business for at least 2 to 3 years in the United States. After that it would be natural to expand into the european markets.
future class action lawsuits not on books yet
We have no clear idea about how high YELP would go but it's at absurd valuation at the moment. We gladly placed a bet on this.
just got ahead of itself. down recently in up market
My favorite from the Fool's "Stocks 2014". A real growth engine in a crazy growth market.
hold long term
I like Yelp. I use Yelp (often). I can't see how they can achieve continuous profitability (if/when they get there).
Phenomenal growth, but no profits. At 20x sales, extremely risky. I think sales growth will slow down from the current torrid pace, pressuring the stock price.The current market conditions seem to favor very high-growth tech stocks, but this could also change. Reminds me of the 1999-2000 period.
A company with $224MM in assets, $64MM of which are goodwill / intangible, is valued by shareholders at $4.4BB?!?!??! Gimme a break.
Great, but yet to know more of stock.
Yelp is killing it out there, and I liked even more what I saw in the conference call.• 62% of searches are now coming from mobile devices and 46% of ad impressions were shown on mobile.• 18% of traffic came from outside of the US, including a recent launch in Brazil.• Yelp is now conducting transactions over their network – including food delivery, spas, and home repair. Merchants that used Yelp reported a 15% higher conversion rate (!!!) than they had before.• Cumulative reviews were up 42% to 47.3 million in the quarter.• Monthly active users were up 41% to 117 million, 33% of which were from mobile.• Revenue was $61 million for the quarter, up 68%. $51 million of that was local revenue, which increased 80%. Full year 2013 revenue guidance was $228 million, which would be up 66%.• Adjusted EBITDA was $8.1 million, up 270%. Full year 2013 guidance was $28 million, which was a 6X increase.The company is diluting shareholders a bit with a secondary offering. This will bring the share count from 66.5 million to approximately 70 million. As long as Yelp keeps knocking it out of the park on the operating metrics, I’m not worried about this.
Yelp is well positioning themselves to be the go to for reviews on pretty much anything. Being at the decision point between customer interest and business service is a great place to be (and why Google is what it is today).
Way Outperforms the S&P. Great Reviews from real people doing real things around the globe. No Robot users Here!! Definitely a Buy!!
Because of the CEO who has the backing of greats from the likes Elon Musk, Peter Thiel. Management, a site that is growing worldwide.
- Millions of dedicated, loyal users who aren't likely to simply switch to GOOG, AAPL, or Facebook should the "Big Boys" try to compete in this space (I think YELP has more of a moat than many analysts believe). - The company will figure out how to monetize it's services. When they do, look out. - The untapped potential in this space is unreal. Even if YELP can only capture 10% of this niche, the company would be worth multiples more than it is now.
begins with a b and rhymes with trouble
I just cannot understand why a stock would be priced like this when it has yet to produce any earnings at all. All hype.
This account is an experiment to see if good customer service reviews on www.yelp.com for public companies which have locations in or near Vista, California (my hometown) will lead to market-trouncing results. Any business that gets a 2.6-5 star rating will get a green thumb, and any business that gets a 0-2.5 rating will get a red thumb. For businesses with multiple locations in Vista, I will take the average of all of those location’s ratings. This isn’t intended to be exhaustive…I’ll probably only rate 100 tickers at absolute max – this is simply intended to be an experiment. It’s a flawed one, I know, but hey I might as well have some fun here. :)Obviously, my first outperform selection would be the website that inspired this account.
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