I have gone through all 112 slides of Ms. Meeker’s presentation and selected 10 that seemed to be the most important. The pdf file, Meeker INTERNET TRENDS May 2012 – Selected Charts JBTSR, incorporates those slides and my comments. I encourage you to read my edited slide collection. If you have time, the link to the entire slide deck is included on my file. You can have no doubts about our conviction in the investment outlook for our portfolio companies engaged in WiFi, wireless video technology & services and associated mobile advertising related businesses.
The following is one of her summary slides that I believe captures the essence of the presentation.
Aberdeen Investment Management – a guide service for micro-cap technology investment