I'm not an expert, but LinkedIn doesn't seem that awful a company at $14 billion market cap, especially given the following: - The have $3 billion in cash [0]

I'm not an expert, but LinkedIn doesn't seem that awful a company at $14 billion market cap, especially given the following: - The have $3 billion in cash [0] - They are cash-flow positive, and have a $3 billion run rate. (So taking the cash out of the picture, their market cap is less than 4x revenue) - Many business people (high value customers) use them many times a day. - May people pay for the service. (I've paid as both a job-seeker and hiring manager) - They have a stranglehold on executive search, with enormous pricing power. - They have done this on the back of a dated product, without much evolution. This isn't the negative that it sounds like. It highlights their market strength. (Bloomberg and Salesforce are similar examples) While the lack of future growth may warrant a price drop, I think they're taking a lot of heat for the industry as a whole. If they deserve a 40% drop, many others deserve much worse. [0] https://www.google.com/finance?q=NYSE%3ALNKD&ei=oIa2VuGwD4WKjALz75XACw https://www.google.com/finance?q=NYSE%3ALNKD&ei=oIa2VuGwD4WK...