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To: Bill Harmond who wrote (57270)2/6/2015 11:30:11 AM
From: 16yearcycle  Respond to of 57684
 
I added today also. There is a gap all the way to just under 42 but it's close enough. Yelp has been really important to getting my practice going after I moved locations and I had never bought a share until now.

Let me add that it's now selling at around 33x this years ebitda guidance, while growing revenues at 43%. If it gets to 40 that will be about a 3 bill mc for a solid internet property. Too low I think.



To: Bill Harmond who wrote (57270)2/10/2015 10:56:33 AM
From: The Ox  Respond to of 57684
 
finance.yahoo.com

Business Outlook

Yelp is making the following adjustments to its previous outlook for the first quarter and full year of 2015:

For the first quarter 2015, Yelp is increasing its revenue outlook and expects net revenue to be in the range of $118.5 million to $120.5 million. Adjusted EBITDA is still expected to be in the range of $19 million to $21 million.

For the full year 2015, Yelp is increasing its revenue outlook and expects net revenue to be in the range of $574 million to $579 million. Yelp is also increasing its Adjusted EBITDA outlook, which is now expected to be in the range of $102 million to $105 million for the full year 2015.

For the first quarter 2015, Yelp expects its weighted average fully diluted share count to be approximately 79 million shares. For the full year 2015, Yelp expects its weighted average fully diluted share count to be approximately 80 million shares.

For the first quarter 2015, Yelp expects to record an increase in amortization of intangibles and an increase in stock based compensation. Yelp will update full year 2015 stock-based compensation and amortization outlook when it reports first quarter 2015 financial results.




To: Bill Harmond who wrote (57270)2/12/2015 1:38:54 PM
From: 16yearcycle  Read Replies (2) | Respond to of 57684
 
what do you think of bidu here? I think this could be too early to buy the dip but I did it anyway. What bothers me is it going all the way into the 80's 2 years ago. I know why it did that but it was crazy low nevertheless. I could see it technically dipping all the way to 150 to 170. I would just keep adding 2017 leaps if it does that.

Let me ask which you like better at these levels: bidu or baba?