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.
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