Today was a very special webinar with RBC’s internet analyst Mark Mahaney, a brilliant strategist who leads the group that follows some of the biggest names out there. Mark was gracious enough to spend a good 45 minutes with us talking about some of names he covers, and he talked extensively about opportunities in Amazon and Netflix; his two favorite names, Facebook and Priceline; and why he’s feeling guarded optimism about Twitter and Google.
After the big surge in the markets beginning at the end of 2014, Mark has been waiting for a pullback to get into some names. It makes sense; we have talked about the overbought market for the last few days. We also reminisced a bit about the old days when the Nasdaq was around 5K – remember that?
Mark and I both took some questions from the packed audience, including a bonus one about Apple.
