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  • friedrich_telecom friedrich_telecom Feb 7, 2013 12:43 PM Flag

    I am counting on a MISS.....but seldom have I been so unsure that it will happen

    Gee......this company SHOULD miss but I am far from sure.....many professional analysts are predicting a very strong quarter AGAIN (right after a gang-buster quarter last time.....) I am short as of 120 and 123 and will stick with it through earnings. Valuation is crazy but so crazy that is has become meaningness....The street will look at the metrics which LNKD has been able to beat 6 quarters in a row......so what is the chance they can pull that rabbit out of the hat one more time. Maybe it will be like BIDU....they will have good numbers but signal a slow-down (which HAS to happen sooner or later...) and the stock will crater because it says it cannot keep up growing at a gazillion percent in the coming year......That statement cost BIDU (with otherwise PRISTINE earnings numbers 11% within hours of the earnings call......) Maybe THAT will happen to LNKD......

    I am short on LNKD but I wish I that my huge short position was matched with same size confidence that LNKD will miss.....actually not very sure at all of that.......

    Sentiment: Sell

 
LNKD
210.04-2.34(-1.10%)Sep 17 4:00 PMEDT

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