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Letter "M" » 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.»
Author: Mark Mahaney
«Can you get better at finding what people are really looking for, based on either prior search traffic or something about their interests?»
Author: Mark Mahaney
«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,»
Author: Mark Mahaney
«I'm worried about how well they can handle hyper-growth, ... It's very hard to maintain discipline when you're growing that fast.»
Author: 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.»
Author: Mark Mahaney
«It all depends on the top line. That is key. The market is more sensitive to revenue.»
Author: 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.»
Author: 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.»
Author: Mark Mahaney
«That's really impressive, ... This is a core tech long for investors. It's at its all-time high, and it should be.»
Author: Mark Mahaney
«Yahoo! and Microsoft have reminded investors that search is not a monopoly,»
Author: Mark Mahaney
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