After mulling over the decision for a long time, Linkedin (LNKD) has finally been added into the Bf Gf Portfolio at a price of $198.83 on 12/05/15. But before I start, I would like to say that I am extremely biased towards LNKD. It has all the entrepreneurial characteristics of a dynamic company that has great vision, culture, and execution. However, as the market has high expectations for this stock, it’s valuation is not cheap at all.
Currently, Market Cap 25.65B and PS of 10.28; no earnings yet. The valuation is much higher when I was watching it, and a recent fall by almost 20%, (due to missed expectations), gives me more courage to make a tiny micro-bet on LNKD. Only a micro-bet because even after the fall, it is still expensive. However, I am in love with this stock because it is a gamechanger and its ......