Mary Meeker
Mary Meeker
Mary Meekeris an American venture capitalist and former Wall Street securities analyst. Her primary work is on Internet and new technologies. She is a partner at the Silicon Valley venture capital firm Kleiner Perkins Caufield & Byers. In 2014, she was listed as the 77th most powerful woman in the world by Forbes...
NationalityAmerican
ProfessionBusinesswoman
CountryUnited States of America
contract prices stocks technology time uncommon year
It isn't uncommon this time of year for prices of technology stocks to contract when catalysts are insufficient.
activity kinds seen
I've never seen this kind of activity from these kinds of companies.
brothers
I've always wanted to invest. That's why I started working on Wall Street in the first place, back in 1986 when I went through the Salomon Brothers training program.
bulk exchange marginal market reaching recently remain saw scheme volume wheels wonder worldwide
Most have a trickle of volume and the bulk will remain of marginal import in the scheme of things. We saw an exchange for the worldwide market in Ferris wheels recently -- we started to wonder if we are reaching the peak.
believe continue finding microsoft outlook profit shares
We continue to believe that, at the margin, Microsoft shares should outperform over time, owing to the outlook for above-average revenues and profit growth, ... But there are qualifiers, and finding catalysts is key.
behavioral believe breakup changes continue economic government opposed perhaps relate remedy simply
We aren't at all opposed to disciplining Microsoft, but we think a breakup is simply too harsh. We continue to believe that a more appropriate remedy would relate to behavioral changes, government changes and perhaps an economic hit.
believe internet
We believe the first 10 years of the Internet were a warm-up for what's about to happen.
grew town
I grew up in a small town in northeastern Indiana. I had an all-American childhood. And I grew up as an optimist.
bought buy highest investors lesson lifetime money people returns stuff york
One of the greatest investments of our lifetime has been New York City real estate, and investors made the highest returns when they bought stuff during the 1970s and 1980s when people were getting mugged. The lesson is that you make the most money when you buy stuff that's out of consensus.
believe internet percent stocks
We believe that 10 percent of the internet stocks are undervalued, 90 percent may be overvalued.
base beauty cent created dependent integrated pay scary services sets site users
The beauty or scary thing about Yahoo! (depending on your perspective), is that is has created this big ... base (and database) of users -- more and more of them keep going to the site a lot, they keep doing things with Yahoo!'s integrated sets of services and the users become dependent on the site and services and they don't pay a cent for them.
dealing environment market reality
The reality here is we're dealing with a market environment that was overheated.
best company consider core financial great growth holding model models powerful seen shows
Yahoo!'s financial model shows great flexibility, in our view, ... Yahoo! should be a core holding for growth investors. The company has one of the best financial models we have ever seen and we consider it to be one of the world's most powerful brands.
broadband cycles entering instead internet
We are in or are entering TWO cycles instead of one broadband Internet and mobile.