For insights we turned to Citigroup Internet analyst Mark Mahaney. “I’ve switched to a top down model,” he says. He makes it sound simple.
For the space he covers Mahaney is looking at 3 things:
What’s going to happen in overall advertising?
What percentage would come online?
What happens in terms of market share gains or losses?
“I don’t want to simplify too much but it’s really those three simple drivers I look at, he concludes.
Mahaney always has great insights. For more watch the video above.
______________________________________________________
Got something to to say? Send us an e-mail at fastmoney-web@cnbc.com and your comment might be posted on the Rapid Recap. If you'd prefer to make a comment but not have it published on our website send those e-mails to fastmoney@cnbc.com.
Trader disclosure: On Feb. 2nd, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Seymour Owns (AAPL), (BAC), (EEM), (FXI); Macke Owns (DIS), (MS), (SDS), (MCD); Finerman's Firm Owns (DNA) & (DNA) Call Spread; Finerman's Firm Owns (MSFT), (XBI), (IBB); Finerman's Firm Is Short (IYR), (IJR), (IWM), (MDY), (SPY), (USO); Najarian Owns (AMGN) Call Spread; Najarian Owns (BMY) Calls; Najarian Owns (DRYS) Stock & (DRYS) Puts; Najarian Owns (EEM) Call Spread; Najarian Owns (FCX) & (FCX) Short Calls; Najarian Owns (GDX) Call Spread; Najarian Owns (MSFT) & (MSFT) Short Calls; Najarian Owns (MS) & (MS) Short Calls/Put Spread; Najarian Owns (V) Call Spread
Citigroup Owns 1% Or More Of (YHOO)
Citigroup Has Received Compensation From (AMZN), (GOOG), (YHOO)
Citigroup Provided Non-Investment Services to (AMZN), (GOOG), (YHOO)
Citigroup Is A Market Market In (AMZN), (GOOG), (YHOO)
CNBC.com with wires