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Vegas Ben

 
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  • LinkedIn beats estimates, but guidance disappoints; shares drop [View news story]
    Q/Q Revenue growth is only 8%. 8% Q/Q growth for 4 quarters would be equal to about 36% annual growth, much lower than this quarter's Y/Y growth of 56%.
    Oct 29 04:47 PM | 1 Like Like |Link to Comment
  • Risk off? High-flying U.S., Chinese Internet stocks get hammered [View news story]
    The momentum stocks are tied heavily to the government shutdown, because in order to give these companies the incredibly high valuations that they have, they have to have huge year-over-year growth. If the economy goes into a recession, even a minor recession, the momentum stocks might go from huge YoY growth to very little or no YoY growth. Basically, the stock price could drop so quickly that they could go from a P/E of 700 to a P/E of 20 within a very small period of time.
    Oct 11 02:02 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I blame the SA shutdown on Obama! /sarcasm
    Oct 4 04:45 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Thank you, TakeFive.
    Oct 4 04:41 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The time for compromise was when the ACA was created. The Democratic majority had to compromise in order to get 60 votes in the senate. If the Democratic party "compromises" (meaning that they have to remove part of the ACA bill) every time that there is a disagreement, then there will eventually be nothing left of the ACA, which, like I said before, already went through compromise.
    Oct 4 02:41 PM | 3 Likes Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    Also, keep in mind that many ad clicks are from bots! There was one company recently stating that half of all ad clicks are bots. Ad clicks tend to cost quite a bit more than ad views, so good luck to any companies advertising on these sites!
    Sep 10 04:34 PM | Likes Like |Link to Comment
  • Danger Zone: LinkedIn [View article]
    Link?
    Sep 9 05:03 PM | Likes Like |Link to Comment
  • Danger Zone: LinkedIn [View article]
    "If you believe LNKD is a disruptive company, and a 35% revenue growth CAGR can be maintained for the next 3-5 years while margins get into the 30-35% range, you have more like 50-75% upside from here."

    I just want to make sure you realize what 35% compounded growth for 5 years would look like:

    This year: 1.5Billion in revenue
    1 year from now: 2.025 Billion
    2 years from now: 2.734 Billion
    3 years from now: 3.691 Billion
    4 years from now: 4.982 Billion
    5 years from now: 6.726 Billion

    It took 10 years for LNKD to make 1.5 Billion per year in revenue.
    What do you think the chances are for it to reach 6.726 billion in revenue in 5 more years?
    Sep 9 04:44 PM | 1 Like Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    He is definitely an investor and a genius. I'm sure he it using it to invest in something else.
    Sep 6 12:19 PM | Likes Like |Link to Comment
  • Boston Beer: Buy The Beer, Sell The Stock [View article]
    I've been holding since $90. Loving it! See no reason to ever sell it. This stock will go up for as long as people are still drinking beer!
    Sep 6 12:17 PM | 1 Like Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    I wouldn't know, I'm too busy trying to weed through all of these connection requests from the millions of 14-17 year old students that were waiting for LinkedIn to drop the age limit! Hahahahahahaha!
    Sep 5 04:42 PM | 3 Likes Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    The way this stock is rallying makes me think they got another daily active user... bringing their total number of daily active users to 13.
    Sep 5 02:54 PM | 1 Like Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    $500M to buy XING and $900M to increase their salaries and bonuses.
    Sep 5 02:40 PM | 2 Likes Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    Yeah, totally! What is the point of selling premium subscriptions or ads? They can make far more money just by selling shares to greater fools.
    Sep 5 02:06 PM | 6 Likes Like |Link to Comment
  • What Does The Sell-Off In LinkedIn Tell Us About The Future? [View article]
    There was an AH sell-off down to around $234 yesterday. The volume was pretty high for AH, but insignificant for normal hours. It looked pretty unlikely at the time that it'd get back up to the $240s. There can be pretty long delays between when an article is written and when it actually gets posted on this site, and stocks can take a huge 180 in that time.
    Sep 5 12:50 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
216 Comments
243 Likes