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  • Conference Code: 349752#
  • Materials: CLICK HERE

**NEW Materials Link: YELP Flash Call - HE IM YELP death

Hedgeye's Internet & Media Team, led by Sector Head Hesham Shaaban, will be hosting an update call to their SHORT Yelp (YELP) Best Idea.  YELP's business model is broken; we're already seeing signs of deterioration, which will only get worse in 2015.

    

Join us as we update our bearish thesis and why we see an additional 30%+ downside from here today Friday, October 24th at 1:00pm EDT.

 

KEY TOPICS WILL INCLUDE  

  • Extreme Attrition Rate: It will only get worse from here
  • Insufficient TAM: YP.com is not the low-hanging fruit, it's a pipe dream
  • 2015 Will Be Much Worse: Consensus estimates are unattainable