YELP Yelp Inc

$YELP is looking very very interesting here and is on official bullish reversal watch. Let’s see what the rest of the market does today, but a positive market swing will set this in the right direction. $QQQ

$YELP Went to a local restaurant for pickup yesterday. They had an automated phone order last night that was new. Talked to the owner and she stated it was Yelp host they are trying to take orders. They are looking to save on $DASH fees both their own and cost to the customer. Will look further into this as this was my anecdotal experience last night.

$YELP The market is missing the biggest thing happening. Everybody needs Yelp's data. Buying data is cheaper than buying data centers: OpenAI, Amazon/Alexa, Apple Maps, Meta AI, Bing and Yahoo are confirmed buyers using their licensing. And that loop reinforces direct advertising revenue. Their legacy proposition now makes more sense to restaurants, service, etc since AI is the distribution channel rather than some obsolete looking YELP app. Shareholders desperately need new leadership . Current leadership appears disinterested, egregiously overpaid and stuck in 2012. Only one board member even appears has an account with YELP. The board is misrepresenting their engagement, and I think that they are their fiduciary duty. Cygnus Capital has a meaningful position now and has traditionally engaged in activist investing, so hopefully they will force the board/CFO/COO out ASAP. They are worse than dead weight.

$YELP There’s my 18.00 target - if you’ve been following my posts you know I’m still not buying - not worth risk reward now May be one last big shake out

$YELP What if an activist forces a sale, with the Google antitrust lawsuit structured as a contingent value right for shareholders? At 5.5x ~$320M EBITDA, the operating business alone pencils out to roughly $32/share. Shareholders could get the buyout AND retain upside from the Google litigation. Nearly 20% of the float is short. Imagine a strategic review announcement with that setup.

$YELP The overlooked AI thesis isn’t licensing. It’s exclusivity. If every major model can rent Yelp’s 330M+ reviews and local-intent data, nobody gains much of an edge. At some point the higher-value move may be for one AI company to own the corpus and deny rivals equal access. Meanwhile Yelp is paying down its revolver, removing secured debt and making a potential sale cleaner. A buyer also gets the chance to fix Yelp’s legacy-business while inheriting litigation optionality after its major win against Google. The market is valuing Yelp as a declining local-ad business. The strategic buyer may value something very different.

$YELP They need to stop the legacy decay. A company like $ABNB needs to give you a reason to open the app more frequently. Others are in the same situation. $YELP could be a product enhancement while helping their own product with new engagements. Should be taken out at this valuation

$YELP zero catalysts or growth for this company. The last time someone posted interpreted DD the company filed bankruptcy 3 years later doing several dead cat bounces. This is not a growth company with fierce competition from Google.

$YELP why wouldn’t they simply announce “we’re looking to partner w muse because we believe any ai recommending meals is only the best w us” that would be true too. Stock would open $26

$YELP Also they stopped buying back stock to make more shitty acquisitions and pay down their growing debt

$YELP Last conference call at Goldmans the CFO mentioned possibly more acquisitions Seeing Yelps shitty capital allocation history - this is why the stock is taking - market is worried about capital allocation strategy

$YELP am I nuts for seeing this as , the single best , data play? Mkt cap 974m for decades of real user data from before ai wrote reviews. More so, why wouldn’t they ideally join $META muse? An ai companion making food recommendations would see this as GOLD!!! Spike higher incoming imminently

$YELP Obama had near zero rates for his entire 2 terms and they only raised rates AFTER Trump had won the election. It was the longest sugar high in US history by a large margin. The FED raised rates on Trump1 multiple times while CPI inflation was UNDER the FED target of 2% including before an election which used to be off limits. The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. Should the FED raise this week, it confirms the evidence that they are an arm of the Democrat party.

$YELP just like charter communications, there is no growth and the business is dominated by Google both for reviews and AI attempts

$YELP Does someone know something!? Red for a month from 29 to 17. it is almost 100% in reverse. crazy.

$YELP 200-300 million market cap is a fair valuation and even lower makes sense. There is literally ZERO growth from a business perspective and the industry can survive without Yelp. A low p/e multiple also make sense because of the above mentioned limited growth.