Tom Gardner’s “#1 stock across the entire Motley Fool universe right now?”

Quick check on Tom Gardner's latest fave

By Travis Johnson, Stock Gumshoe, March 5, 2013

Dozens of folks have been asking me about this latest teaser for “Motley Fool One”, which is yet another Motley Fool service that aims to upgrade folks’ relationship with the Fool — they’ve progressed to running “real money” portfolios in recent years, investing the Fool’s own corporate portfolio, and having more interactive stuff like the Motley Fool Supernova service and professional management of assets through the Motley Fool mutual funds.

This one, Motley Fool One, sounds like it’s sort of an “all in one” service, which access to all the Fool analysts, but also somewhat of a personalized service, perhaps offering more of a financial planning kind of service for investors. Not sure I understand it particularly well, but the latest ad for this service for “1 in 100 investors” (I think y’all are one in a million, personally) is hinting at the “#1 Stock Across the Motley Fool Universe” …

And I thought you’d like to know what it is.

Don’t worry, I won’t make you sit through the hints and cluse this time.

So yes, it’s the same stock that Jeremy Phillips was teasing about a month ago — and while I was skeptical of the company and not all that interested personally, that sure turned out to be a missed opportunity for me. The stock was and is LinkedIn (LNKD), and it announced blockbuster earnings, and everyone is in love with this $20 billion company that has now climbed almost 50% in less than a month.

Holy crap.

Well, you can’t catch ’em all. I thought LNKD was too expensive before, and clearly it has grown ever more expensive now. You have to assume a high level of continued growth for a very long period of time to like this price, though that doesn’t mean such growth is impossible — or that investors won’t continue to be excited about an expensive stock (just look at Amazon.com to see how long a company with no earnings can go up and up and up based just on revenue growth and potential growth).

So … feel free to share your thoughts (or gloat) with a comment below if you were a lot more excited about LNKD than I was. The original article I shared on them in early February is here.

P.S. Gardner’s other stock that he’s touting as a foundational one for this Motley Fool One service is Starbucks (SBUX), which I would be a lot more comfortable with and have come close to buying myself on some of the dips in recent years — haven’t actually bought, unfortunately, but it’s an incredible and growing brand. That could be sour grapes, or it could just be that I like being a Starbucks customer, and I don’t particularly like using LinkedIn — we all bring our own baggage with us to the airport when we choose which stock to fly.


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Don X
7 years ago

I recently read an article that recruiters are taking recommendations made on LNKD with a grain of salt. People are recommending their acquaintances for skills they don’t have and never claimed to have. However, some are using the recommendations as a springboard for further inquiry in their hiring interviews.

Gileb
Gileb
7 years ago
Reply to  Don X

Some recommandations are relevant, but main inquiries are on previous jobs handled, responsabilities and professionnal certifications. If profil fit, Interviews on those subjects can easily show the real candidat your might have to deal with.

ben otto
ben otto
7 years ago

Tom Simpson You thought that Woman of yours was not a BIGFOOT either look how that turned out !!!!!!

ben otto
ben otto
7 years ago
Reply to  ben otto

P.S. That is said joking but should have maybe not said that “SORRY” if FB can’t monetize how the heck is LinkedIn going toooooooooooooooo!!!!!!!!!!!!!!!!!!!!!!!

Kevin
7 years ago

The value of LinkedIn is in finding the passive candidates – the qualified people who aren’t actively looking, but if a recruiter can connect with them via LinkedIn, and then offer them an interesting enough position, they might be open to changing jobs. This happens all the time, and with increasing frequency. From a recruiting point of view, LinkedIn multiplies the pool of talent exponentially. And their international reach is growing as well. I like the stock and it’s one of my highest conviction holdings.

And if you are interested in getting more specifics on the Motley Fool One service, including pricing, try my website: MotleyFoolReview.com.

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sooku
7 years ago

LinkedIn is a recruiter’s dream and a networking bonanza. Their single-minded focus on career distinguishes them from Facebook and keeps operating costs MUCH lower than them. They have a great revenue model: you get to build your network for free but you have to pay for meaningful communication. Plus they have online recommendations and references and a full career history. LinkedIn is a money maker. Facebook is way overhyped.

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Chet Maxwell
Chet Maxwell
7 years ago

It looks like a lot of people here are bashing Facebook. I tend to agree with most of the arguments listed here, BUT I have a friend who does commerce thru Facebook. He has been doing custom knives and spurs and has had his products listed on all of the internet commerce mediums(EBay, his own website, other related ‘cowboy commerce websites) and his biggest successes come from Facebook. I would take a closer look at Facebook as I think it is morphing into a variety of money generating venues. Granted, my friends business is hardly a blip on the screen but it made me sit up and pay attention. I think Zuckerberg has laid the groundwork and now is monetizing the website brilliantly.

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sooku
5 years ago

LinkedIn will outperform Facebook because it has paying customers – recruiters – and it is also a social network, which helps you keep in touch with your professional network. Facebook is annoying — fills your screen with irrelevant pics from acquaintances — hence no good for the small screen, where instagram, snapchat etc. are eating its lunch.

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