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Internet Trends
Mary Meeker, an Internet sector analyst, gives a presentation every year that gives a comprehensive overview of Internet Trends.

If you are making investments in companies whose business is dependent on the internet, it provides you with a lot of valuable information that allows you to put what is going on with your companies in perspective.

You can see her presentation here:

Internet Trends 2012

If you have invested in Apple (AAPL), slide 9 is especially fascinating. It shows the cumulative number of IPads that have been shipped 8 quarters after introduction compared to the cumulative number of IPods and IPhones that were shipped 8 quarters after they were introduced.

For those who think everyone has an IPhone, slide 10 shows the cumulative worldwide number of Android phones compared to IPhones.

There's lots more. I think you'll find all the slides fascinating.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio


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Our club is interested in purchasing a LLC.  Does bivio handle LLC's or is it better to steer away.  I know you don't recommend MLP's for clubs due to the accounting problems.
 
Jayne Gilbert


From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Thu, June 7, 2012 10:15:16 AM
Subject: [club_cafe] Internet Trends

Mary Meeker, an Internet sector analyst, gives a presentation every year that gives a comprehensive overview of Internet Trends.

If you are making investments in companies whose business is dependent on the internet,  it provides you with a lot of valuable information that allows you to put what is going on with your companies in perspective.

You can see her presentation here:

Internet Trends 2012

If you have invested in Apple (AAPL), slide 9 is especially fascinating.  It shows the cumulative number of IPads that have been shipped 8 quarters after introduction compared to the cumulative number of IPods and IPhones that were shipped 8 quarters after they were introduced.

For those who think everyone has an IPhone,  slide 10 shows the cumulative worldwide number of Android phones compared to IPhones.

There's lots more.  I think you'll find all the slides fascinating.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio


Click here to
Subscribe to the Club Cafe email list.  Click here to  Unsubscribe