Mobile Internet Growth Investment Theme Video

by Olivier on November 21, 2010

Very interesting video on everything related to the mobile Internet theme and the unbelievable growth rates of the companies involved. The Internet is here to stay. There is a tidal shift towards mobile usage of the web as users are increasingly using mobile browsers and smart devices to access the web or to buy products online. A few stocks like APKT – Acme Packet and ARUN – Aruba Networks that are already part of my public list will most likely be winners in the ‘new new era’.

In order to know what is going on and get up-to-date growth numbers watch Mary Meeker in the Morgan Stanley presentation on ‘Internet Trends’ from the Web 2.0 summit. Here is the sector overview chart reflecting the ‘Mobile Internet Investment Theme’ I added to my public list. As of yet the stocks included in the chart are the following companies: APKT – Acme Packet, ARUN – Aruba Networks, MOTR – Motricity, TNDMNeutral Tandem, GLUU – Glu Mobile.

As Mary Meeker suggests in the video: ‘You need to stay on top of the game.’ Enjoy the video!

Internet Trends Presentation Slides

If you do not choose to lead, you will forever be led by others. – J.M. Straczynski

My public list with all my charts can be viewed here:
Buenas noches!

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