iBankCoin

A Zillow For Trulia Deal Changes Nothing

We all want the degeneracy to begin in earnest. I know the markets are at new highs and most people have been doing well this year–but we want moar. We want to behave like pigs in mud, porking about the market because it’s the fun thing to do. Right now, it feels like a job.

Although mergers are good for sentiment, when they occur in low valuation second tier names it’s almost meaningless. Two deals come to mind.

OPEN was taken out at a nice premium, but ended up at only 12x sales.

Right now TRLA is up sharply and it’s trading a touch under 9x sales.

Believe it or not, compared to the main social media plays, the stocks that Janet Yellen is short, those are really cheap.

YELP trades at 19x sales, TWTR 27x, FB 20x, GRUB 15x, TRIP 15x and LNKD 12x.

Out of those names, LNKD fits the mold best for potential takeover candidate. Going down to the lower end names, stocks like ZNGA, ANGI, KING, GRPN and SALE “look” cheap. Right in the middle, from 7-12x sales are names like YOKU, WIX, ECOM, SFUN, YHOO, P,  AWAY,  SSTK, CTRP and PANW. I think the market is still trying to figure out if those stocks are premium quality or low end trash. There lies the opportunity, for those who like to gamble.

 

 

 

If you enjoy the content at iBankCoin, please follow us on Twitter

30 comments

  1. ff

    this is march 2000 talk

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  2. Vatkpsmfrmfloppn
    Vatkpsmfrmfloppn

    A wise mandingo once said..”I drop the own of things felt by my foot.”

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  3. Marc David

    What’s up with all these stupid home valuation sites?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  4. Patrick Capital LLC
    Patrick Capital LLC

    Please don’t ever stop blogging

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  5. ff

    BAM goes NUGT!!!!!!!!!

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  6. ironbird

    Senor Fly is the strange interview with the Egghead and the Prez a nonevent? Why is it even happening?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  7. J Livermore

    Janet Sucks
    0 0
    () <======

    • 0
    • 0
    • 0 Deem this to be "Fake News"
    • it is showtime

      A janet yellen halloween costume certainly has multitudes of possibility

      • 0
      • 0
      • 0 Deem this to be "Fake News"
  8. og

    Getting Yelp back to $100 is going to take forever.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  9. Harold

    Can we get an update on your ytd performance?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  10. budh

    Trulia and Zillow need to merge. Its like XM radio and Sirius. Same thing, put them together.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  11. THEY WILL KNOW ME BY THE TRAIL OF BLOOD
    THEY WILL KNOW ME BY THE TRAIL OF BLOOD

    PANW is premium.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  12. JD

    Are you still standing by your 2000 melt down repeat thesis?
    If so, do you think after this melt up, we’ll see a couple big moves like 11-1-99 to 12-1-99 and 1-1-00 to 2-1-00 before the wheels fall off?

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  13. Greg

    Now, a moment of amusement from Weird Al Yankovic

    http://www.youtube.com/watch?v=8Gv0H-vPoDc

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  14. www.nailor.pl

    Often we hear experts in the media that report a particular stock is going to soar and
    now may be the time to purchase. This business is going to be operated from your owner’s home and will probably be
    done entirely about the internet. ” Employees at Nike are encouraged to get curious and available to new ideas, whatever their source.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  15. masszor.eu

    Your website must give you a clear message which has a goal-oriented direction, setting
    you apart from the competition. An HVAC repair clients are
    most often started by a technician that has learned the trade through previous employment.
    The business degree raises one’s social standing:
    in simple terms, it opens in your case doors that could
    have otherwise remained closed to you.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  16. Lacey

    Bulks from the advertisers are primarily private home owners, letting managers and property agents.
    Investors are there to assist the entrepreneur and to achieve a profit from their investment through the
    entrepreneurs company. If you’re still at the loss, you can contact
    the client care team either by email, live chat, or
    phone during standard west coast business hours.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  17. www.boutiqueapartments.com.pl

    In the same sense, business people would be wise to give their workers something to unite under.
    You can run your home business perfectly in case you become cordial
    on the customers. A well-developed business plan is a lot like your blueprint for
    victory.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  18. the Cruise control diet review

    I am a programmer and I’ve just created a revolutionary
    online social networking web site. I’m also hunting for ‘beta’ evaluators to search and check it out.
    Do you desire to opt-in? We intend to pay you.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  19. www.apartamenty38.com.pl

    Furthermore, my experience also may include identifying the competitive advantage for a few different companies and crafting that advantage into a
    web marketing strategy to develop start up business.

    She invites that you visit her site where she will share a proven approach to start an web business.
    ” The company sees innovation as certainly one of its core organizational competencies.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  20. http://tuvanthoitrang247.com/cac-ban-se-chon-trung-tam-tiec-cuoi-nao-thuoc-top-10-phan-2/

    Aw, this was an extremely nice post. Finding the time and actual effort to create a very good article… but what can I say…
    I put things off a whole lot and never seem to get nearly anything done.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  21. deck de madeira modular preço m2

    It’s very trouble-free to find out anny matter on web
    as compared to textbooks, as I found this article at this web site.

    • 0
    • 0
    • 0 Deem this to be "Fake News"
  22. http://www.dailymotion.com/video/x1wx7rg_age-of-warring-empire-cheats_videogames

    This is the perfect blog for anyone who wants to understand this topic.

    You know so much its almost tough to argue with
    you (not that I personally will need to…HaHa). You definitely put a fresh spin on a subject which has been written about for a long time.
    Excellent stuff, just wonderful!

    • 0
    • 0
    • 0 Deem this to be "Fake News"