What would make u get back more heavily into LNKD?
I’m just not happy with stocks selling at huge PE’s and having large PEG’s. With Z, I can at least get a grasp of what they are doing, bulking up, grabbing market share by advertising, getting control of their market, and I can see the growth rates at over 50% in most categories. LNKD I just wasn’t happy with, so I sold out my little position. It doesn’t mean it won’t do well, just that it will do well, if it does, without me.
Best,
Saul