Am i allowed to use the word "muppet" on this thread!
I believe today's announcement significantly diminished the bear case for this stock so far as it demonstrates proof of concept.
They have clearly adapted the revenue model inline with the most efficient and quickest way of onboarding customers.
I suspect both signons and revenues should ramp up nicely from here.
Sure one could argue its "expensive" but at circa 1% the market cap of Linkedin you can see the appeal for instos such as FMR as the asymmetry of the investment is extremely favourable.
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