In the following video, Motley Fool tech and telecom analyst Eric Bleeker looks at the bear case forĀ LinkedIn (NYSE:LNKD). He tells us about the company's insanely high valuation and says that baked into the share price is a disruption of the entire recruiting industry, which is a tall order. He also tells us about U.S. saturation for the company and how many of its new users are going to have to start coming from emerging markets like Brazil or India, where each new user will generate less revenue than U.S. users. Eric also says to keep an eye on engagement, which will be critical to LinkedIn's growth.

Eric Bleeker, CFA has no position in any stocks mentioned. The Motley Fool recommends LinkedIn. The Motley Fool owns shares of LinkedIn. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.