It's a struggle to find great entry point in consumer tech stocks: Evercore ISI's Mahaney

So, is the head of internet research at Evercore ISI worried about any of these data points. Well, let's ask him. He is Mark Mahaney.And Mark, obviously, Bank of America is not your firm. We don't expect you to comment directly on somebody else's report, but you just heard my other thing about valuation per employee. Is there any part of the valuation spectrum for your companies that you cover that worries you at all.Well, let's see. Um, we have had a major rerating. I mean, we're three years into a tech uh ...