http://www.youtube.com/watch?v=h1VRG7z8tlU
Hedgeye Summer Intern, Yale Senior and Tennis Superstar Blair Seideman lays out the bullish, long-term case for OpenTable (OPEN). She highlights the company’s dominant market share, brand loyalty, and the imminent launch of its proprietary, cloud-based Electronic Reservation Book (ERB). Seideman believes this new, innovative upgrade will drive OPEN’s seated diner numbers faster than consensus expectations.
Bottom line: If Blair’s skills and success on the court are any indication of her future as an analyst, our advice is to pay close attention to her investment advice on OPEN.