Summary Earnings beat but guidance disappointed. Guidance was in line with the pattern of growth of the last few years. The stock dropped because the market has realized that growth will not be what it has been. Valuing the stock at a growth that continues but at a lower rate (in line with history) results in a stock price of $75. LinkedIn (NYSE:LNKD) … [Read more...]

Summary Despite beating expectations, it still trades for over 100x earnings! Will talent solutions be the Trojan horse that hurts the shorts? Stay on the sidelines but short if you see these 3 signs or a Facebook entry into the market. Linkedin (NYSE:LNKD) released results yesterday after the close. They both beat expectations and provided above consensus … [Read more...]