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
believe internet percent stocks
We believe that 10 percent of the internet stocks are undervalued, 90 percent may be overvalued.
broadband cycles entering instead internet
We are in or are entering TWO cycles instead of one broadband Internet and mobile.
believe internet
We believe the first 10 years of the Internet were a warm-up for what's about to happen.
tvs internet linear
Internet TV is replacing linear TV.
enthusiasm three internet
You could take the Internet enthusiasm that was happening in 1999 and 2000 here in the U.S., and in China it was three-to-five times more ebullient.
advertising internet mediums
The internet is the most underutilized advertising medium that's out there.
ad among internet revenue risk spending
Among Internet leaders, we think Yahoo!, owing to its revenue concentration, is most at risk to Internet ad spending trends.
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.
biggest company customer cycle interest leverage microsoft operating product
If Microsoft can't get operating leverage when it's in its biggest product cycle ever (and customer interest is high), when can the company show leverage?
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.
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.
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.