Seeking Alpha
  • James Sands
    So everyone agrees that $LNKD is overvalued based on TTM P/E (798), have we considered $FB, now with a TTM P/E over 2,800?
    2/5/13
    Reply (8)
    • J Mintzmyer: I'm short $LNKD, but not $FB. I agree that they are both tremendously overvalued, but $FB has a lot of potential-- so many people on it.
      2/7/13
    • J Mintzmyer: $LNKD would be non-existant if $FB wasn't so ridiculously slow on the career services front... I don't get why $FB is so incompetent here...
      2/7/13
    • James Sands: My opinion is that FB thinks they can utilize their existing social platform and adjust it into a professional network, which is a mistake.
      2/7/13
    • James Sands: And FB has poor diluted EPS and estimates are always for non-GAAP so they have much to prove despite a large user base.
      2/7/13
    • James Sands: I think LINKD will grow diluted EPS much faster than FB, with better monitized/member growth (stemming from corporation talent solutions).
      2/7/13
    • James Sands: FB is a social platform, they need to build a relationship that provides benefits for exploiting users, I don't think they know how to do it
      2/7/13
    • James Sands: LNKD uses your data to package services to corporations, but they also allow the incentive to network and get leads to members.
      2/7/13
    • James Sands: FB users prefer the site to share pictures, communicate and engage socially, now FB must figure out how to give a different benefit???
      2/7/13