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  • Twitter Gains Confirmation From Sell-Side Analysts [View article]
    So the author agrees with the analysis outlined by two other analysts who upgraded TWTR last week?
    Jun 5 09:16 AM | 1 Like Like |Link to Comment
  • Twitter Gains Confirmation From Sell-Side Analysts [View article]
    @borisb - that assumes that the current twtr price is low. I'm in agreement with "22643611." TWTR's recent head of engineering "resignation" and the company's desperate "acquisition strategy" are the telltale signs of a company that is in turmoil.

    There will be better entry points in the future after next quarter's results and there is room for further deterioration in the company's stock price - especially once the "voluntary" insider restriction on stock sales ends.
    Jun 5 09:15 AM | 3 Likes Like |Link to Comment
  • Netflix has dragons in its plans [View news story]
    No other competition appears to be coming?

    Yahoo and Microsoft are already starting up their streaming businesses.

    http://bit.ly/1k55Ps3

    http://bit.ly/1k55Ps4

    Companies like Apple and AT&T are in talks to potentially enter the market (e.g. Apple/Comcast talks; AT&T was rumored to be considering an acquisition of Hulu - and the recent acquisition of DISH might complement the acquisition of a streaming content provider).
    May 29 03:42 PM | Likes Like |Link to Comment
  • Klarman raises alarm over asset prices, cites tech “nosebleed valuations” [View news story]
    Having "cut the cord" for two years to save money, I was a proud Netflix subscriber. I watched network TV through my digital tuner on my Sony Bravia flatscreen, and convinced myself that the buffered Netflix streaming movies that took hours to watch were fine, because in the end, I was saving at least $1k each year...

    And then I realized that Comcast was charging me more for my internet than what I would've been paying for the last six months had I opted to purchase both internet and cable from them...($65 a month for internet only vs. $59.95 a month for the double play bundle w/ no annual contract).

    Netflix will only last as long as Comcast and Verizon allow it to. The minute both of those companies make the decision to undercut Netflix on pricing, and as long as the law allows them to reduce the feeds of Netflix streams, Netflix won't stand a chance. Right now, Comcast is milking both Netflix and the consumers.

    Long story short = Comcast long and Netflix short.
    Mar 10 11:22 PM | Likes Like |Link to Comment
  • Yelp: A Lone Reed, Standing Tall, Waving Boldly In The Corrupt Sands Of Competition? [View article]
    The valuation on YELP is insane. Investors who justify the valuation of the company by comparing YELP to AMZN, TSLA, and other companies that are seeing massive revenue growth are missing the point.

    YELP exists because it provides a useful service. Unfortunately those who use the service are not the same as prospective customers. There is a massive disconnect here. Even more unfortunate is the fact potential customers hate YELP.

    There is a reason why the company has not been acquired to date. The business model relies heavily on a sales force, who are expected to push services on a customer base that does not like the company.

    The stock price will crash...its just a matter of when, not if...
    Jul 13 03:01 PM | Likes Like |Link to Comment
  • Yelp: Future King Of Content [View article]
    @StoneFox, the "content" analysis doesn't work. Yelp may "own" the reviews that are posted on the site, but it doesn't have the ability to keep people from posting reviews on other sites.

    Someone who eats at a restaurant can post the same review on Yelp, Google, TRIP, ANGI, etc.

    More importantly, Google is starting to win the local content wars. Six months ago, Yelp's reviews outnumbered Google local reviews about 5 - 1 for most restaurants. That number has dropped significantly. I suspect it has a lot to do with the way that Google has revamped their local restaurant searches.

    Don't take my word for it though. Do a Google search for your favorite restaurant or your favorite category of restaurant. You should notice a significant difference than what you found six months ago. You'll also notice that each restaurant has a lot more local reviews on Google.

    Yelp will be bought out by another company before 2014...and it will be bought out at a price similar to what Yelp paid for Qype...
    Apr 28 11:25 PM | 3 Likes Like |Link to Comment
  • My 5 Summer Stock Market Flings For 2013 [View article]
    Another thing that has the potential to hurt Yelp is the gigantic revenue gains that it saw last year during this time.

    Yelp benefited greatly from significant improvements on dismal performance. Most of the poor performance was blamed on the company "just going public" and the characterization that Yelp was a nascent technology company (even though its been around almost as long as FB).

    Last quarter, it was clear that revenue growth stalled (Yelp had to spend a ton of money to generate growth). Fortunately for Yelp, it did so poorly in the comparison quarter from the year before, that the results still looked like it was expanding at a rapid pace.

    It will be interesting to compare this quarter's results with last year's same quarter results. Based on the large number of insider transactions, I suspect the outcome will not be as favorable as it was last year (when Yelp was the subject of significant hype due to its integration with Apple).
    Apr 22 11:55 AM | Likes Like |Link to Comment
  • How The Decision To List Health Code Ratings Could Hurt Yelp [View article]
    @ Trainer,

    I think economicsmaster had it backwards. I think economicsmaster believes that this move will help Yelp long term because he is mixing up Yelp's users with the company's customers.
    Jan 21 04:02 PM | Likes Like |Link to Comment
  • How The Decision To List Health Code Ratings Could Hurt Yelp [View article]
    @follow the herd?

    Yes, that was exactly my point.
    Jan 21 04:01 PM | Likes Like |Link to Comment
  • How The Decision To List Health Code Ratings Could Hurt Yelp [View article]
    Agreed, which makes the decision to list public health ratings even more confounding.
    Jan 21 04:00 PM | Likes Like |Link to Comment
  • How The Decision To List Health Code Ratings Could Hurt Yelp [View article]
    @ Nash1983,

    If a city hires a swat team, there are two ways to look at it. One way to say, "great!, my city hired a swat team to fight violent crime."

    Another way to look at it is, "hey, we didn't need a swat team before, looks like we've got a serious violent crime problem in the city."

    Yelp needs the review filter because it has a serious problem with bad reviews. If you don't believe me, explain how a Taco Bell in Chicago becomes one of that city's best rated restaurants? Check the article in the link below.

    http://bit.ly/Wn0X1X
    Jan 21 03:59 PM | Likes Like |Link to Comment
  • Yelp - On Track To Potentially Become The MySpace Of Online Review [View article]
    FB probably got out of the review business because its just not very profitable. Users don't want to pay for information (which is why business models that charge for review information like ANGI don't make money). The "pay for info" model doesn't seem to work because it also has the effect of limiting reviews, which in turn reduces content, thereby making the business model ineffective.

    The alternative free information model (which Yelp is based on) relies on advertising generated by local businesses. Unfortunately, if a company doesn't monitor the content of the reviews, it leads to what Anthony Bourdain has dubbed the "bathroom wall" effect. Moreover careful monitoring of reviews is expensive since it requires a person to actually read and think about the content. Rather than hire an army of reviewers (which would put Yelp even deeper in the red) Yelp has essentially become the "bathroom wall" of online review (it has tried to "crack down" on bad content and also created an algorithm that "hides" low quality reviews, but each of these "fixes" comes with another set of associated problems). Yelp has essentially sacrificed the quality of its review content in order to generate quantity, which has lead to the significant deterioration of quality. This in turn seems to have placed Yelp at complete odds with a large segment of its "customer" base. What local business wants a ton of nasty notes written by a handful of disgruntled customers highlighted for the world to see?

    Rather than dealing with the headache of both of these types of online review models FB did the smart thing and came up with "Graph Search." Now individuals can simply search for places that their friends frequent...and who better to trust than the people who are your friends!
    Jan 17 10:31 PM | Likes Like |Link to Comment
  • Yelp - On Track To Potentially Become The MySpace Of Online Review [View article]
    Looks like Yelp's response to FB's announcement was to announce that Yelp would be releasing health code ratings to restaurants on the website. Hopefully a new article discussing this move will be posted by SA shortly.
    Jan 17 10:20 PM | Likes Like |Link to Comment
  • Yelp - On Track To Potentially Become The MySpace Of Online Review [View article]
    Thanks Trainer, appreciate the feedback. At least one analyst had the foresight to drop their outlook on Yelp...
    Jan 17 10:19 PM | Likes Like |Link to Comment
  • Top 5 M&A Ideas That Could Reinvent Yahoo [View article]
    YELP is not on the table as an acquisition target. Yahoo already indicated it will be looking for tech and talent, not content. Also, Yelp's overpriced shares makes it very very unattractive.

    If you don't believe me, just read what Marissa Mayer had to say about the subject in the link below. Your article would've been more accurate if it replaced "YELP" with Open Table, since that's more along the lines of what Yahoo is looking at these days.

    http://on.wsj.com/WpM42o
    Nov 19 11:44 AM | 1 Like Like |Link to Comment
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450 Comments
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