Mark Mahaney
Mark Mahaney
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,
fairly movement september short stock
That's a fairly sizable number. It's conceivable that some of the movement in the stock in September may have been some near-term short covering.
fairly movement september short stock
That's a fairly sizable number, ... It's conceivable that some of the movement in the stock in September may have been some near-term short covering.
biggest online retailing stocks
The biggest thing that hovers over online retailing stocks is offline retail data.
higher likely money others piece price spend stock
The higher their stock price goes, the more likely that others are going to spend more money to get a piece of the action.
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.
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.
apparent biggest issue lack leverage operating remains single
The apparent lack of operating leverage remains the single biggest issue for Amazon.
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.