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  • Yelp's Management Presents at Cantor Fitzgerald 2013 Internet Conference (Transcript) [View article]
    @March1044 You bring up a good point about the "elephant in the room". When asked why the majority of small business owners hang up on the Yelp sales call, no one from Yelp chose to honestly address why their company is almost universally despised in the small business community. I imagine it's awful tough for Yelp to close many sales when the person on the other end of the phone considers your corporation to be inherently evil.
    Dec 11, 2013. 03:02 PM | 1 Like Like |Link to Comment
  • Yelp Is Madly Overvalued Even After The Correction [View article]
    Jacob,
    Although your argument is both logical and refreshingly rational, it has been restated so often that it is becoming mildly annoying by virtue of its repetitiveness. What will be interesting is to come back to the comments section and read all the puffery in rebuttal of the glaringly obvious arguments you've made. Yelp is a company that has never known profit, has no moat and is a textbook case in smoke and mirrors. Will investors ever learn?
    Dec 6, 2013. 09:41 AM | 3 Likes Like |Link to Comment
  • 2 Stocks To Buy Using The Chipotle Example [View article]
    It appears my reality is born out by cold hard numbers whereas your reality is of the what, if, maybe variety. I suspect most serious investors would select the former over the latter as real. Further, your example of Yelp, "having to knock down doors" could more accurately be stated as having to hold a gun (as in extortion) to the head of prospects. However, please accept my congratulations on what I'd guess you'd describe as the outstanding buying opportunity that Yelp shares presented today as they were down 7.6%. Yes the tide is shifting indeed.
    Nov 25, 2013. 08:02 PM | Likes Like |Link to Comment
  • Will Google's Last Move Kill Yelp? [View article]
    Titan, if you go to the YELP corporate website http://bit.ly/186FstG and read the reviews of Yelp the company you will find hundreds of stories just like yours.Unfortunately for Yelp, you are exactly the type of business they depend upon if they are to ever achieve profitability.

    Nov 24, 2013. 12:37 PM | Likes Like |Link to Comment
  • 2 Stocks To Buy Using The Chipotle Example [View article]
    " YELP could be making all the money it wanted if it was to focus on core markets instead of constantly opening up new ones or slowing the growth to 20% from 70%."

    What a very intriguing interpretation of a decade without net profit.
    Nov 21, 2013. 08:03 PM | 2 Likes Like |Link to Comment
  • Will Google's Last Move Kill Yelp? [View article]
    Didn't realize until your article that Google had made the update. Tried it and it's a really nice feature. Thanks, I'll use it. Regarding your financial argument, you're right in that everything would have to go perfectly with a generous helping of luck included for Yelp to even come close to its current valuation. However, I suspect most "investors" in Yelp already knew that but blind faith will never be swayed by logic.
    Nov 19, 2013. 11:21 AM | Likes Like |Link to Comment
  • This Is How Yelp's CEO Responded To Criticisms [View article]
    Google is search, Yelp is reviews. Apples and oranges comparison.
    Nov 18, 2013. 10:52 AM | Likes Like |Link to Comment
  • Tesla: When The Concept Becomes Mainstream [View article]
    I agree with all the good features you mentioned about Tesla. However, I rather doubt that all the deep pocketed carmakers in the world are going to sit quietly by while Tesla captures the market. I suspect that competition will steal, borrow and innovate until they have equal or better models than Tesla. That's the way capitalism works. I wouldn't want to be sitting on a pile of overvalued Tesla stock when the inevitable happens. I really like Tesla but have to agree with the author that this is not a stock for a long investor.
    Nov 15, 2013. 03:19 PM | 5 Likes Like |Link to Comment
  • This Is How Yelp's CEO Responded To Criticisms [View article]
    Would it be fair to abbreviate your comment to, "where there's smoke there's fire" ? -:)
    Nov 14, 2013. 10:27 AM | Likes Like |Link to Comment
  • Clean Energy Fuels - Waiting For The Critical Mass [View article]
    I think you're really suggesting that CLNE has no moat. That's a valid concern. However, with a little due diligence you'll discover that one doesn't just put a pump in the ground and start pumping LNG. It takes very expensive equipment and infrastructure to produce LNG and it's doubtful you'll see every truck stop making that kind of investment. Also CLNE is signing long term contracts with major Corporations to supply them (UPS today). So I think with some more research you may agree that CLNE indeed has and continues to build a considerable moat around their business.
    Nov 13, 2013. 02:16 PM | Likes Like |Link to Comment
  • Clean Energy Fuels, UPS sign LNG fuel deals [View news story]
    I suspect this could be a tipping point for CLNE. Companies tend to follow the leader and UPS is certainly a leader. Think today is finally time I get off the fence and load up on CLNE.
    Nov 13, 2013. 12:23 PM | 3 Likes Like |Link to Comment
  • This Is How Yelp's CEO Responded To Criticisms [View article]
    I told them long ago to stop calling my business. I was quite happy with my FREE listing. This morning I got a direct mail piece from Yelp offering me 3 months free if I bought an annual ad. There marketing expenses must be phenomenal.
    Nov 13, 2013. 12:16 PM | Likes Like |Link to Comment
  • This Is How Yelp's CEO Responded To Criticisms [View article]
    Salesman tells prospect that he will bury negative reviews if he buys ads. Prospect buys ad and salesman manipulates reviews, keeps job and makes money. Pretty straightforward.
    Nov 13, 2013. 08:44 AM | Likes Like |Link to Comment
  • This Is How Yelp's CEO Responded To Criticisms [View article]
    Although the jury's still out on whether Yelp extorts small business, I tend to believe they do. If you were a high pressure salesman that would definitely get sacked for not meeting quota or possibly (if caught) get sacked for manipulating reviews, would you choose the certainty or the possibility? I suspect most logical people would choose the latter.
    Nov 12, 2013. 05:12 PM | Likes Like |Link to Comment
  • Yelp: Popular, But Reaching An Upper Limit [View article]
    Amazing. In social media, there are no products, profits don't matter and obscene valuations have no meaning. I guess by these metrics, the definition of "bubble" (a fortunate situation that is isolated from reality or unlikely to last.) and Yelp are synonyms.
    Nov 12, 2013. 12:06 PM | Likes Like |Link to Comment
COMMENTS STATS
136 Comments
143 Likes