Internet Trends
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Internet Trends Mary Meeker, an Internet sector analyst, gives a presentation every year that gives a comprehensive overview of Internet Trends. If you are making investments in companies whose business is dependent on the internet, it provides you with a lot of valuable information that allows you to put what is going on with your companies in perspective. You can see her presentation here: Internet Trends 2012 If you have invested in Apple (AAPL), slide 9 is especially fascinating. It shows the cumulative number of IPads that have been shipped 8 quarters after introduction compared to the cumulative number of IPods and IPhones that were shipped 8 quarters after they were introduced. For those who think everyone has an IPhone, slide 10 shows the cumulative worldwide number of Android phones compared to IPhones. There's lots more. I think you'll find all the slides fascinating. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe Our club is interested in purchasing a LLC. Does bivio handle LLC's or is it better to steer away. I know you don't recommend MLP's for clubs due to the accounting problems.
Jayne Gilbert
From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Thu, June 7, 2012 10:15:16 AM Subject: [club_cafe] Internet Trends Mary Meeker, an Internet sector analyst, gives a presentation every year that gives a comprehensive overview of Internet Trends. If you are making investments in companies whose business is dependent on the internet, it provides you with a lot of valuable information that allows you to put what is going on with your companies in perspective. You can see her presentation here: Internet Trends 2012 If you have invested in Apple (AAPL), slide 9 is especially fascinating. It shows the cumulative number of IPads that have been shipped 8 quarters after introduction compared to the cumulative number of IPods and IPhones that were shipped 8 quarters after they were introduced. For those who think everyone has an IPhone, slide 10 shows the cumulative worldwide number of Android phones compared to IPhones. There's lots more. I think you'll find all the slides fascinating. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe |
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