Major lockups always create turbulence in shares, ... Usually we see a trade-off going into lockups.
More Quotes from Mark Mahaney:
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.Mark Mahaney
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,
Mark Mahaney
It's purely the earnings numbers. Sentiment was negative going into the numbers, with a widespread expectation there would be a miss -- including us.
Mark Mahaney
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,
Mark Mahaney
The higher their stock price goes, the more likely that others are going to spend more money to get a piece of the action.
Mark Mahaney
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,
Mark Mahaney
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