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  • James Sands
    @ 10:00 a.m. LNKD is trading 877 x ttm diluted eps - 15 x market cap to ttm revenue.
    8/9/12
    Reply (8)
    • James Sands: ttm revenue - yoy is up 101%
      8/9/12
    • James Sands: ttm diluted eps - yoy are up 9%
      8/9/12
    • FortSumter: So in today's bizarro world that equates to a buy, right? Short LNKD.
      8/9/12
    • James Sands: Revenue growth is great, eps is terrible relative to valuation.
      8/9/12
    • James Sands: Conservative estimate based on LNKD's performance so far would be around $0.11/diluted share for 2012. It's tough to tell.
      8/9/12
    • James Sands: Regardless, this year is looking like not much change from a valuation standpoint unless margins really improve.
      8/9/12
    • James Sands: Net income as a percent of Adjusted EBITDA is the lowest its been over the past nine quarters at 5.6%. High nine quarters ago was over 37%.
      8/9/12
    • James Sands: Exception was Q3 2011 - negative income.
      8/9/12