Mark Mahaney Quotes (20 Quotes)


    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,

    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,

    Now we see a clear long-term deceleration trend.

    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,

    very good merger and acquisition track record.


    That's really impressive, ... This is a core tech long for investors. It's at its all-time high, and it should be.

    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.

    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,

    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.

    When the company set the first pricing range over 100, it sent the message that pricing the shares in a widows and orphans fashion was not a goal.

    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.

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

    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.

    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.

    It's purely the earnings numbers. Sentiment was negative going into the numbers, with a widespread expectation there would be a miss -- including us.

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

    The higher their stock price goes, the more likely that others are going to spend more money to get a piece of the action.

    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.

    We are removing what was an overly conservative bias in our estimates.


    More Mark Mahaney Quotations (Based on Topics)


    People - Business & Commerce - Work & Career - Reasoning - Opportunity - Fashion - Respect - Goals - Actions - Running - Potential - Moderation & Temperance - View All Mark Mahaney Quotations

    Related Authors


    - - - - - - - - - - - - - - - - - - - -


Authors (by First Name)

A - B - C - D - E - F - G - H - I - J - K - L - M
N - O - P - Q - R - S - T - U - V - W - X - Y - Z

Other Inspiring Sections