Mary Meeker’s Internet Trends

My favorite read of the year and one that takes 3-5 times to catch the good stuff.   I started reading her reports in 2010 and appreciate her narrative as well as her ability to simplify and connect a boat-load of important data.

The two things that struck me the 2nd time thru and that may modify some of my investment narratives:  the convergence of mobile advertising, content and location driving more foot traffic to physical stores (retail) and not to digital stores; and the situation in India.   For India, i think a timing issue based on when per capita income increases across more of population.

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