On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss:

(00:00) Introduction

(01:48) History

(09:24) Business model

(18:00) Competition Landscape:

(24:23) Competitive advantage

(31:30) Financial Performance

(32:28) User Growth Trends and Insights

(37:39) Advertising Dynamics: Services vs. Retail

(40:35) Financial Performance and Margin Expansion

(50:54) Management Trust and Compensation Concerns

(55:26) Why Ryan is buying the stock

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.