Mark Mahaney
Mark Mahaney
entered improve land left stock trade
In many respects, you've left fundamentals land and have entered expectations land. Fundamentals can improve and the stock can trade off if expectations aren't met.
biggest online retailing stocks
The biggest thing that hovers over online retailing stocks is offline retail data.
commerce convinced holidays online reason though
Even though they may be a seasonal trade, I'm not convinced that the holidays are the reason you want to own online commerce stocks.
ahead hard highly invest investors potential small
With small and mid-cap companies, there may be the potential for a takeout, but it's just very hard to get ahead of that. It's a highly speculative way to invest and investors need to be very cautious,
best far
These are still far and away the best the fundamentals in this sector.
lower reasonable room
The valuation has always been reasonable on this name. The multiples are materially lower here. There's room for upside.
lower reasonable room
The valuation has always been reasonable on this name, ... The multiples are materially lower here. There's room for upside.
prefer recommend shares stock wait
The stock's had a big run. The way to do it on these shares is to wait for the opportunities. I prefer to recommend a stock when the expectations are lower,
expected growth higher lower normal paid quarter toward trends
The story was higher than expected top-line and bottom-line growth, especially in a quarter that trends toward the lower end of normal seasonality for paid search,
create major trade turbulence
Major lockups always create turbulence in shares. Usually we see a trade-off going into lockups.
create major trade turbulence
Major lockups always create turbulence in shares, ... Usually we see a trade-off going into lockups.
advertising data negative neutral online point search sentiment strength supports
Sentiment on search has been neutral to negative this quarter. This is a data point that supports the strength in online advertising for the long-term,
market maybe pay wants
Maybe the market wants to pay that, but I wouldn't want to do that,
clear
Now we see a clear long-term deceleration trend.