Mathew Ingram of GigaOm does good job of highlighting the two most important slides in Mary Meeker’s presentation:
Some time ago, Alley Insider pointed to Sandeep Aggarwal (an analyst at Oppenheimer)’s report on the impact of the mortgage crisis.
I’ve frequently raved about Alley Insider’s reporting, it’s a welcome addition to the landscape where most bloggers regurgitate corporate press releases and fail to question the institutional imperative… continue reading...
When I was in college finishing up my degree in finance from 1996-99, Mary Meeker and Henry Blodget were the top two analysts covering dot coms. We know how that ended up.
Seeing this, I wondered, where am I? What year is it? And how will this ride end? continue reading...
