27 Quotes by 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,

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,

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.

These are still far and away the best the fundamentals in this sector.

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 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,

The valuation has always been reasonable on this name. The multiples are materially lower here. There's room for upside.

The valuation has always been reasonable on this name, ... The multiples are materially lower here. There's room for upside.

It's tough to get a read on operating expenses in a quarter. There weren't expectations that there'd be a big sales and marketing increase.