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Update on YELP

October 23, 2014 by Cody Willard

Mr. Market woke up this morning and says that he’s willing to sell his investment in YELP for 12% less than he was yesterday after YELP says next quarter will be a couple million less than the analysts had expected but that full year guidance might even be better than expected. To be sure, the guidance from YELP is soft and when a stock trades as volatile as YELP does and for as high a multiple as YELP does, it’s probably going to get hit for soft guidance. But we’re still looking at 50% revenue growth again next year in my models, and as YELP stays below $100, it might even start to get interesting as an acquisition play again.

We’re still up from our initial tranches and I’d trimmed YELP at highs a while ago. I’m just going to hold my YELP steady for now, not adding to it or selling it. If I didn’t own any of it, I might look to start a small tranche investment in the common.

No trades for me so far today. Let’s see what other pitches come our way.

 

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Filed Under: Trading

Disclosure: At the time of publication, the firm in which Willard is a partner and/or Mr. Willard had positions in some of the stocks mentioned above although positions can change at any time and without notice.

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This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or cryptocurrency or token any other product or service by Cody Willard or any other third party. Furthermore, nothing in this is intended to provide tax, legal, or investment advice and nothing in this should be construed as a recommendation to buy, sell, or hold any investment or security or cryptocurrency or token or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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