Morgan Stanley Internet Trends

The guys at Morgan Stanley sent me a really good report on internet trends that I thought would be good to share. Download Internet Trends

The report covers topics like mobile internet, online advertising, online commerce, communications and cloud computing.

I don't have a lot of time to comment this morning about it, but there is a lot of good data in here.

Comments

[Jason Caplain, Southern Capitol Ventures]

I think we think about investing a little differently. First of all, we have a pretty general focus of software, e-commerce and digital media. But we search for the GREAT entrepreneurs first and that drives a lot of our decision making. So, to be more specific and use your example, we don't say 'location-relevant promotions is a hot space, let's invest there.' Instead, we look for entrepreneurs we love to death and hope to back them with a company or idea that matches our criteria. And we want it to be something that we understand and where we can add get involved, add value, etc. I hope this makes sense. Let me know if anything is not clear.

I will also say a lot of the trends that are in the MS report, have and will continue to positively impact many of our companies.

Thanks,

Jason

[Kenoberry]

Great deck, thanks for sharing. According to Morgan Stanley's report, smartphone/mobile, location-relevant promotions, social sharing and buying look to be a huge opportunity. How does SCV intend to capitalize on these trends?

[Scott Hedrick]

Good stuff, thanks for posting
- Jason Jones