Seeking Alpha
  • David Jackson
    Just heard presentation from Foursquare CEO; his #1 target is $YELP, says where people go is more reliable review than what people say.
    12/4/12
    Reply (5)
    • David Jackson: He also said his app will track + record where you are even if you don't check in. Foursquare is watching you...
      12/4/12
    • Modernist: 2 problems with shorting Yelp: crowded trade already, and buyout risk. however, it is tempting because Foursquare has much better data flow
      12/4/12
    • James Sands: Content will always be vital, data will always be a tool for interpretation. Despite technology, there's a multitude of reports (reviews)
      12/5/12
    • James Sands: It's like making stock price decisions solely on volume.
      12/5/12
    • Modernist: Data flow vs. data on hand
      12/6/12