This morning Mary Meeker released her Internet Trends for 2015. 
Going back to her early days at Morgan Stanley, her commentary, deep dive and analysis has been the standard.
I was sent it early AM and it includes some of my favorite companies and several I am not so thrilled with.
It merits a read and then a re-read and then references. Agree or disagree with a point, the theory or rough conclusions, it is the gold standard and nothing else is nearly as comprehensive. It’s a big telescope into the night sky.
It’s comprehensive and whatever argument and theorem you may have, it is inadequate without it a thorough read thru.
Here’s a link to the report: