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Mark Mahaney ISI: Whats in store for TMT in 2025

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Manage episode 457172928 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI.

In this year end episode we talk about:

Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pinterest, and Grab.

"The year of efficiency has turned into multiple years of efficiencies...we expect this to continue...plus AI implementations driving better ROAI". Great margin stability and expansion.

You NEED to have his book on your desk: "Nothing But Net"

Amazon: https://a.co/d/5HfAWMp

For more information on investing in the greatest brands the world has ever seen:

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

79 episoade

Artwork
iconDistribuie
 
Manage episode 457172928 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI.

In this year end episode we talk about:

Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pinterest, and Grab.

"The year of efficiency has turned into multiple years of efficiencies...we expect this to continue...plus AI implementations driving better ROAI". Great margin stability and expansion.

You NEED to have his book on your desk: "Nothing But Net"

Amazon: https://a.co/d/5HfAWMp

For more information on investing in the greatest brands the world has ever seen:

https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

79 episoade

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