$YELP's Quarter Got Negative Reviews, But It Could Be A Five Star Opportunity
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This post ran a bit longer than I would have liked. Normally I’d try to trim the post a bit, but it’s Thanksgiving week and in the spirit of Thanksgiving I’m going to leave all the “fat” on this post. To sum it up: I’m long Yelp, and believe the recent sell off presents an attractive opportunity to buy the company at a discounted multiple despite signs of accelerating user engagement and significant margin expansion potential. As always, I welcome feedback: please feel free to leave a comment or
$YELP's Quarter Got Negative Reviews, But It Could Be A Five Star Opportunity
$YELP's Quarter Got Negative Reviews, But It…
$YELP's Quarter Got Negative Reviews, But It Could Be A Five Star Opportunity
This post ran a bit longer than I would have liked. Normally I’d try to trim the post a bit, but it’s Thanksgiving week and in the spirit of Thanksgiving I’m going to leave all the “fat” on this post. To sum it up: I’m long Yelp, and believe the recent sell off presents an attractive opportunity to buy the company at a discounted multiple despite signs of accelerating user engagement and significant margin expansion potential. As always, I welcome feedback: please feel free to leave a comment or