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,
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I'm worried about how well they can handle hyper-growth, ... It's very hard to maintain discipline when you're growing that fast.Mark Mahaney
Even though they may be a seasonal trade, I'm not convinced that the holidays are the reason you want to own online commerce stocks.
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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,
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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,
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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,
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