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Letter "M" » Mark Mahaney Quotes
«The valuation has always been reasonable on this name, ... The multiples are materially lower here. There's room for upside.»
«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,»
«The biggest thing that hovers over online retailing stocks is offline retail data,»
«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.»
«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,»
«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,»
«The biggest thing that hovers over online retailing stocks is offline retail data.»
«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.»
«The valuation has always been reasonable on this name. The multiples are materially lower here. There's room for upside.»
«Major lockups always create turbulence in shares. Usually we see a trade-off going into lockups.»