OpenTable

Priceline.com Helps Calibrate Valuations Of Internet Stocks

(This is an excerpt from an article I originally published on Seeking Alpha on June 14, 2014. Click here to read the entire piece.) So now we know that at 8 or 9x times 12-months trailing revenue, an internet-related stock can be undervalued. On June 13, 2014 Priceline (PCLN) offered to buy OpenTable (OPEN) for … Read more

Valuation Update: Internet High-Fliers Experience Large Mark-Ups

Many internet-related stocks have been on fire lately. In many ways, the run-up has been about mobile, so it may not even be technically accurate to call this feature a valuation update on internet-related stocks. Regardless, the most notable change since the last update in mid-June is that the internet high-fliers have experienced significant run-ups … Read more

Valuation Update: Facebook Falls, LinkedIn Remains Atop Internet Stocks

This post is a quick update on data that I maintain on price/sales (P/S) ratios on select internet stocks. I periodically refresh the data from Yahoo!Finance (semi-automated with links into a Microsoft Excel spreadsheet) and add the latest data to a chart. The chart is starting to get crowded so I may soon need to … Read more