Mark Mahaney
Mark Mahaney
apparent biggest issue lack leverage operating remains single
The apparent lack of operating leverage remains the single biggest issue for Amazon.
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,
best far
These are still far and away the best the fundamentals in this sector.
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.
depends market sensitive top
It all depends on the top line. That is key. The market is more sensitive to revenue.
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.
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.
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,
dynamics faces industry team wait whether
Expedia faces some very challenging industry dynamics right now, and we will have to wait and see whether the new team is up to the task,
expenses marketing operating sales tough
It's tough to get a read on operating expenses in a quarter. There weren't expectations that there'd be a big sales and marketing increase.