Jordan Rohan Lunch Keynote – 360i Summit

Oh, right, we have a speaker… one I’ve been looking forward
to hear again, Jordan Rohan, Managing Director & Internet Analyst with RBC
Capital Markets. He’s instantly engaging, and he’s the one person in the room who can freely say anything about any company there.

Four topics:

1. What investors really crave: revenue growth above all else
2. The obsession with Google, whose market cap is greater than all other Internet
   stocks combined.
3. The global perspective – the growth in the US lags some other markets.
   Which markets are healthiest?
4. What are key drivers of future growth?

Meant to take more notes here, but also was wary of getting strawberry cheesecake all over the keyboard, so we all have to make compromises sometimes.