Interesting analysis from Piper Jaffray senior analyst Gene Munster on Yelp (YELP). Along with Zillow (Z), these new-age Internet companies are attracting the business clients. Long-term these businesses could have more staying power than a social media stock that loses the cool factor. Yelp and Zillow provide consumers with real actionable information that is attractive to a business.
Disclosure: Long Yelp and Zillow. Please review the disclaimer page for more details.