Accompanying LinkedIn post - …
Accompanying LinkedIn post -
In conjunction with our coverage launch on 18 Internet stocks, we seek to provide investors with our thesis on the Internet sector. This slide deck is a summary of our thesis on the sector and high-level thoughts on individual Internet companies under coverage.
Companies under coverage include: Amazon, Care.com, Criteo, Dice Holdings, eBay, Expedia, Facebook, Google, HomeAway, LinkedIn, MercadoLibre, Pandora, Priceline, RetailMeNot, Speed Commerce, TripAdvisor, Twitter, and Yelp.