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More - Mark Mahaney Quotes

The biggest thing that hovers over online retailing stocks is offline retail data. - Mark Mahaney Quotes

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

The biggest thing that hovers over online retailing stocks is offline retail data, - Mark Mahaney Quotes

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

Yahoo! and Microsoft have reminded investors that search is not a monopoly, - Mark Mahaney Quotes

Yahoo! and Microsoft have reminded investors that search is not a monopoly,

very good merger and acquisition track record. - Mark Mahaney Quotes

very good merger and acquisition track record.

The apparent lack of operating leverage remains the single biggest issue for Amazon. - Mark Mahaney Quotes

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

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

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

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

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

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. - Mark Mahaney Quotes

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.

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. - Mark Mahaney Quotes

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.

Now we see a clear long-term deceleration trend. - Mark Mahaney Quotes

Now we see a clear long-term deceleration trend.

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