See LinkedIn? Hedgeye Internet Analyst Strikes (Again) | $LNKD

Takeaway: It pays to listen to Hesham Shaaban.

Some people pigeonhole our Internet & Media analyst Hesham Shaaban as being perennially bearish. The truth of the matter is he has a host of names he likes on the long side. Take LinkedIn. He added it to his Best Ideas list back in July. Shares of LNKD are rocketing higher today up 12%.  The stock has gained 14% since he added it versus the S&P 500 which is down 0.6%.


Not too shabby.


See LinkedIn? Hedgeye Internet Analyst Strikes (Again) | $LNKD - 10 30 2015 lnkd chart 2


Heading into last night’s earnings release, Shaaban was looking for a “clean beat and raise” of LinkedIn's forward guidance. That’s exactly what shareholders got. (Editor’s Note: LNKD is also on Hedgeye’s Investing Ideas list of top thirteen top holdings.)   


Here’s a snippet of what he said ahead of the print:


See LinkedIn? Hedgeye Internet Analyst Strikes (Again) | $LNKD - 10 30 2015 lnkd 3q15


And Shaaban's update today:


“No lumps of coal in guidance this time. The transition that spooked the Street in 1Q15 was due to a massive investment in its salesforce… We see that ramp as a coiled spring.


Incidentally, Shaaban correctly called Pandora's (P) move lower just last week (see here). Shares have tumbled even lower this week down 6%, after plunging 38% last week. 


***If you're interested in learning more about how you can subscribe to our institutional research please email


Cartoon of the Day: Acrophobia

"Most people who are making a ton of money right now are focused on growth companies seeing accelerations," Hedgeye CEO Keith McCullough wrote in today's Early Look. "That’s what happens in Quad 1."

read more

People's Bank of China Spins China’s Bad-Loan Data

PBoC Deputy Governor Yi says China's non-performing loan problem has “pretty much stabilized." "Yi is spinning. China’s bad-debt problem remains serious," write Benn Steil and Emma Smith, Council on Foreign Relations.

read more

UnderArmour: 'I Am Much More Bearish Than I Was 3 Hours Ago'

“The consumer has a short memory.” Yes, Plank actually said this," writes Hedgeye Retail analyst Brian McGough. "Last time I heard such arrogance was Ron Johnson."

read more

Buffalo Wild Wings: Complacency & Lack of Leadership (by Howard Penney)

"Buffalo Wild Wings has been plagued by complacency and a continued lack of adequate leadership," writes Hedgeye Restaurants analyst Howard Penney.

read more

Todd Jordan on Las Vegas Sands Earnings

"The quarter actually beat lowered expectations. Overall, the mass segment performed well although base mass lagging is a concern," writes Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan on Las Vegas Sands.

read more

An Update on Defense Spending by Lt. Gen Emo Gardner

"Congress' FY17 omnibus appropriation will fully fund the Pentagon's original budget request plus $15B of its $30B supplemental request," writes Hedgeye Potomac Defense Policy analyst Lt. Gen Emerson "Emo" Gardner USMC Ret.

read more

Got Process? Zero Hedge Sells Fear, Not Truth

Fear sells. Always has. Look no further than Zero Hedge.

read more

REPLAY: Review of $EXAS Earnings Call (A Hedgeye Best Idea Long)

Our Healthcare Team made a monster call to be long EXAS - hear their updated thoughts.

read more

Capital Brief: 5 Things to Watch Right Now In Washington

Here's a quick look at some key issues investors should keep an eye on from Hedgeye's JT Taylor and our team of Washington Policy analysts in D.C.

read more

Premium insight

[UNLOCKED] Today's Daily Trading Ranges

“If I could only have one thing of the many things we have it would be my daily ranges." Hedgeye CEO Keith McCullough said recently.

read more

We'll Say It Again: Leave Your Politics Out of Your Portfolio

If your politics dictates your portfolio positioning, the Democrats and #NeverTrump crowd out there have had a hell of a week.

read more

Cartoon of the Day: 'Biggest Tax Cut Ever'

President Donald Trump's economic team unveiled what he called last week, "the biggest tax cut we’ve ever had.” Before you get too excited about that hang on a sec. "Trump Tax Reform ain’t gettin’ done anytime soon," Hedgeye CEO Keith McCullough wrote in today's Early Look.

read more