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An open question - is Mary Meeker still taken as seriously as she was 15 years ago? I don't talk to enough people in the investor community to know either way.
by mathattack 12y ago
An open question - is Mary Meeker still taken as seriously as she was 15 years ago? I don't talk to enough people in the investor community to know either way.
- sjtgraham 12y agoThis slide deck is a notable annual event.
- ghaff 12y agoMary and others like Steve Milunovich at Morgan Stanley were in a rather unique place and time 15 years ago because the Internet was just becoming this very-important-thing and very few people really understood it. Today's a lot different. That said, this presentation is widely viewed as pretty important annual snapshot of certain trends. Note though that Mary is at KPCB [Edit: Corrected] these days so her focus is presumably a bit different than when she was employed in financial services.
- cschmidt 12y agoI think you mean KPCB, or else she still would be in financial services of a sort.
- ghaff 12y agoDuh. You're right of course. Corrected.
- yvsong 12y agoVery impressive and helpful data/charts in the KPCB report. That being said, there is a saying on Wall St that if an economist (or anyone) could predict future, she wouldn't need any employment. One usually gets wiser as she ages, but I don't think predicting future is easier than 15 years ago.
- mathattack 12y agoAt MS she was in the business of hyping their tech equities. What's her role now? Creating hype around the KPCB brand? I assume she's not an active investor.
- slm_HN 12y agoWas Meeker ever taken seriously? Her predictions were so bad that they got her and Morgan Stanley sued.
- a8da6b0c91d 12y agoThey got sued for pumping and dumping tech stocks. Andy Kessler's writings make both Mary Meeker and Henry Blodget sound like really shady characters. He made Meeker sound a bit thick.