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The 2014 All-America Research Team: Internet, No. 3: Mark Mahaney

< The 2014 All-America Research TeamMark MahaneyRBC Capital MarketsFirst-place appearances: 5

Total appearances: 9

Team debut: 2006

In third place is Mark Mahaney, who advances from runner-up. The San Francisco–based RBC Capital Markets analyst “is very thoughtful, has done research in the field for many years, has excellent contacts and does custom survey work that no one else does,” cheers one advocate. “He has a unique and value-added long-term perspective — and his ‘Updating the Long Thesis’ reports on Amazon, Netflix, Facebook, and Priceline [Group] are extremely helpful.” Monitoring 37 Internet names, Mahaney is bullish on the group, which outperformed the U.S. broad market by 11.6 percentage points over the 12 months through mid-September, climbing 29.1 percent. “We believe the underlying secular growth drivers are well intact,” he says. “The biggest issues are managing the mobile transition — that is, consumers increasingly using mobile devices to access Internet applications and services — and rising competition.”


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