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  • Is Yelp's Mobile Growth At Risk?  [View article]
    Scott, am I mistaken or didn't you just publish an article stating that Yelp was "undervalued"? Further didn't you acknowledge that you're long Yelp? Seems a bit hypocritical to accuse Mr. Greene (without evidence) of being paid off after the shameless pump job you did in your recent literary effort.
    Aug 7, 2013. 10:09 AM | 1 Like Like |Link to Comment
  • Is Yelp's Mobile Growth At Risk?  [View article]
    Great job in discovering important information.
    Aug 6, 2013. 03:39 PM | Likes Like |Link to Comment
  • Why Yelp Is Still By Far Undervalued  [View article]
    Cooperdoo1, Yelp may have further upside given its short interest, however its valuation makes it susceptible to large, sudden falls in share price. I would advise against any position in this stock unless your true purpose is to gamble rather than invest.
    Aug 4, 2013. 10:15 PM | 4 Likes Like |Link to Comment
  • Why Yelp Is Still By Far Undervalued  [View article]
    KFed I find that a false but ironically apt analogy. America was the new world which my presence here in America validates the keen insight of my ancestors. Yelp is just a foolish repeat of the tech bubble which validates your ignorance of history.
    Aug 4, 2013. 05:22 PM | 3 Likes Like |Link to Comment
  • Why Yelp Is Still By Far Undervalued  [View article]
    My research indicates that YELP has been unprofitable for almost the entirety of their NINE year existence. Surely a decade of negative revenue is more than simply the growing pains of a successful start-up. FYI I hold no positions in this company or plan to in the foreseeable future. Accordingly one could surmise that In both his investment advice and the composition of my portfolio, the author is prone toward unfounded assumptions.
    Aug 4, 2013. 04:54 PM | 1 Like Like |Link to Comment
  • Why Yelp Is Still By Far Undervalued  [View article]
    Jacob hit the nail on the head. Yelp's growth is pretty meaningless when it comes from overpriced acquisitions and a marketing effort that is really a bottomless pit for revenue. To paraphrase a famous movie line, "Show me the money (revenue)!" It's apparent that some investors think that because Yelp is an internet company that gravity doesn't apply. The rules of valuation and sound investment remain fairly inflexible. All else is hype.
    Aug 4, 2013. 11:29 AM | 1 Like Like |Link to Comment
  • Yelp: You'll Be Sorry You Missed It  [View article]
    Bet the plumber, eye doctor, etc. don't advertise or contribute a penny to Yelp's bottom line. Also the poster who found his plumber through Yelp also did it for free. Until Yelp figures a way to make revenue rather than buzz it will face a tragic end once the irrational exuberance and historic short squeeze that have driven up the stock price settle. I'd respectfully suggest that hype is not a "practical" way to invest.
    Aug 3, 2013. 10:18 AM | Likes Like |Link to Comment
  • Why Yelp Is Still By Far Undervalued  [View article]
    Where you stand depends upon where you sit. Perhaps if I held a long position in Yelp, as the author does, I could ignore negative revenue and a flawed business model. It is a true stretch to term Yelp as "undervalued" by any sound business measure.
    Aug 3, 2013. 09:44 AM | 5 Likes Like |Link to Comment
  • Yelp: At All Time High Search Interest  [View article]
    An intriguing article. Search queries as investment guides? A very creative method of whipping up interest in a dead horse (YELP).
    Jul 30, 2013. 07:14 PM | Likes Like |Link to Comment
  • Yelp: You'll Be Sorry You Missed It  [View article]
    What goes up must come down. Good luck on that list thingy.
    Jul 20, 2013. 08:52 AM | 1 Like Like |Link to Comment
  • Yelp: You'll Be Sorry You Missed It  [View article]
    "the numbers suggest that their customers/prospects don't perceive much value in their business offering." malcolmlewis

    This astute observation above referenced very aptly describes the smoke and mirrors reality of Yelp. The market is prone to spells of irrational exuberance as evidenced by the absurd valuation of this stock. However, when reality rears its ugly head I doubt there will be regret from those that avoided the inevitable crash.
    Jul 14, 2013. 11:24 AM | Likes Like |Link to Comment
  • Yelp (YELP +6.7%) jumps to new highs after announcing it's no longer a mere ad-seller: the local reviews leader is launching a platform that allows local businesses to take orders and have transactions processed on its site/apps. Only food delivery/pickup orders are initially supported, but Yelp promises "categories like spas, yoga studios, salons and dentist appointments" will launch in the coming months. Yelp's efforts present new competition for Groupon (GRPN -3.3%), which has been working hard to expand beyond daily deals and become a broader local e-commerce enabler.  Google (GOOG) is also eying this market.  [View news story]
    They were never going to be profitable relying on ad revenue from small business. Still a very risky investment but at least they've taken an important first step in recognizing they need a new revenue stream. Good luck to them.
    Jul 9, 2013. 04:48 PM | Likes Like |Link to Comment
  • Yelp: Reasons For Skepticism Of Its Growth  [View article]
    Excellent article highlighting the smoke and mirrors accounting of the Yelp bubble. I suspect their dismal earning prospects will shortly become self-evident and they will no longer be able hide behind reckless acquisitions masquerading as growth. At that point, the bubble shall burst and there will indeed be considerable yelping.
    Jun 11, 2013. 07:45 PM | Likes Like |Link to Comment
  • Yelp (YELP -0.9%) slips a little on worries a Google/Waze deal (reportedly close to finished) will hurt the company. Though the integration of Waze's crowdsourced data would further strengthen Google Maps' hand relative to Apple Maps (which features tight Yelp integration), it's unlikely to do much to affect Yelp's local reviews leadership.  [View news story]
    Did anybody really think Yelp was going to beat Google? Except in the bible, David doesn't beat Goliath.
    Jun 10, 2013. 02:47 PM | Likes Like |Link to Comment
  • Rail is no longer seen as just a stopgap for transporting oil until pipelines are built. Case in point: Kinder Morgan Partners' (KMP) proposed 277K bbl/day Freedom pipeline would be the first to bring light, sweet oil from Texas' Permian Basin to California, but refiners Valero (VLO), Tesoro (TSO) and Phillips 66 (PSX) won't sign contracts to use Freedom, preferring the flexibility of rail cars and barges.  [View news story]
    Is this a flaw in the tollway analogy for pipelines?
    May 24, 2013. 03:17 PM | 1 Like Like |Link to Comment