EVENT: YELP SHORT Best Idea Update Call (TODAY)

Takeaway: Join us on TODAY, June 4th at 1:00pm EDT as we update our bearish thesis and assess the M&A landscape.

EVENT: YELP SHORT Best Idea Update Call (TODAY) - YELP   invite 2

We will be hosting an update call to our SHORT Yelp (YELP) Best Idea.  YELP's business model is unsustainable, and is already breaking down.  Further, a new major red flag has emerged, which we believe is what prompted YELP to shop itself.  However, we don’t believe YELP will find a buyer.

    

Join us on TODAY, June 4th at 1:00pm EDT as we update our bearish thesis and why we see an additional 35%+ downside from here.

KEY TOPICS WILL INCLUDE  

  • Extreme Attrition Rate: Overwhelming majority of customers are churning off annually.
  • Insufficient TAM: YP.com is not the low-hanging fruit, it's a pipe dream.
  • New Major Red Flag: The story is going to turn much sooner, and get much uglier, than we initially expected
  • Is There a Buyer? Assessing the M&A landscape in terms of both ability and willingness of potential suitors

CALL DETAILS

  • US Toll Free:
  • US Toll:
  • Confirmation Number: 39913335
  • Materials: CLICK HERE


 

Hesham Shaaban, CFA

@HedgeyeInternet