36 ordspråk av Mark Mahaney

Mark Mahaney

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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,

The biggest thing that hovers over online retailing stocks is offline retail data.

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.

The valuation has always been reasonable on this name. The multiples are materially lower here. There's room for upside.

Major lockups always create turbulence in shares. Usually we see a trade-off going into lockups.

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.

These are still far and away the best the fundamentals in this sector.

The apparent lack of operating leverage remains the single biggest issue for Amazon.

It's very difficult to manage this kind of growth--they hired 800 people last quarter, and when you grow that fast, how do you know that all the people you've hired will be employed as efficiently? Problems inevitably occur when you're ramping up at this rate.

Now we see a clear long-term deceleration trend.

The company's pattern of financial miscommunication is challenging our enthusiasm for the shares.

There is a steady migration of recruitment dollars going online, ... Employment figures are trading catalysts but this is a secular growth story, not a cyclical one, so month-to-month employment numbers are less and less relevant.

Can you get better at finding what people are really looking for, based on either prior search traffic or something about their interests?

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,

I'm worried about how well they can handle hyper-growth, ... It's very hard to maintain discipline when you're growing that fast.

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