On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss:
(00:00) Introduction
(01:48) History
(09:24) Business model
(18:00) Competition Landscape:
(24:23) Competitive advantage
(31:30) Financial Performance
(32:28) User Growth Trends and Insights
(37:39) Advertising Dynamics: Services vs. Retail
(40:35) Financial Performance and Margin Expansion
(50:54) Management Trust and Compensation Concerns
(55:26) Why Ryan is buying the stock
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
