Feb. 19 at 8:29 PM
$YELP
Too expensive for my taste. Revenue and market edge are under pressure from factors like TikTok, Google, AI uncertainty, and the declining restaurant industry. The AI “pivot” is unproven and lacks a justified revenue model. Positive earnings mask significant challenges. I prefer stocks that are ugly and cheap to warrant my attention. I’ve estimated a Net asset valuation of
$8.15/share, which might make me reconsider.
$21 is too attractive for me. I prefer stocks that are repulsive enough to the superficial market participants. I’ll pass for now.
Still too pricy for my like.
