i think linkedin 's information is as valuable as facebook the one issue with linkedin is stickiness... in other words people sign up for linkedin but tend not to spend lots of time on the site .. facebook's power is that the site is extremely stickness . there is a metric "time on site" -
time on site per user PER MONTH
Google Plus : 3.3 minutes Linkedin : 17 minutes Facebook: 7.5 hours
we have different styles of trading, you are more of a momentum player and I am more of the contrarian, play the ranges type of trader. We often see eye to eye and there are times we butt heads but it always informed friendly banter. I'd say we're probably 50/50 and LNKD has been certainly 1 of the 2 we usually disagree on (NFLX as well). I am not always a sller in LNKD as I have bought calls many times but from where I sit I see CMG written all over LNKD. It may not come this quarter or even this year but it WILL definitely come. There will come a time when the company has to catch up with the valuation. Where it stands now er's will have to increase 1000% with the stock staying at $100+. That's a tall task even for a high growth stock story. Good luck to all.
BTW.... If LNKD was under $95 I might have gone the other way just for the hell of it!
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