
Sign up to save your podcasts
Or
For this episode, let's revisit a Strategy Skills classic where we interviewed one of Wall Street’s legendary tech analysts, Mark Mahaney.
In this episode, Mark discusses ten lessons that are proven to help investors succeed in tech stock investing. He shares powerful advice and knowledge from analyzing the most explosive sector on Wall Street over the past quarter century.
Lesson 1: There Will Be Blood… When You Pick Bad StocksLesson 2: You Can Lose $...Even When You Pick The Best StocksLesson 3: Don’t Play QuartersLesson 4: Revenue Matters More Than AnythingLesson 5: It Doesn’t Mean a Thing, If It Ain't Got That Product SwingLesson 6: TAMs - The Bigger The BetterLesson 7: Follow the Value Prop, Not the MoneyLesson 8: Management Matters MostLesson 9: Look for Ballpark Reasonable ValuationLesson 10: Hunt for DHQs - Dislocated High-Quality Stocks
Mark Mahaney has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, American Technology Research, Citibank, RBC Capital Markets, and Evercore ISI. Institutional Investor magazine has ranked him as a top Internet analyst every year for the past 15 years, including five years as number one, and he has been ranked by the Financial Times and StarMine as the number-one earnings estimator and stock picker. In addition, TipRanks has placed Mahaney in the top one percent of all Wall Street analysts in terms of single-year stock picking performance.
Get Mark's book here:
Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts. Mark Mahaney
Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo
4.5
101101 ratings
For this episode, let's revisit a Strategy Skills classic where we interviewed one of Wall Street’s legendary tech analysts, Mark Mahaney.
In this episode, Mark discusses ten lessons that are proven to help investors succeed in tech stock investing. He shares powerful advice and knowledge from analyzing the most explosive sector on Wall Street over the past quarter century.
Lesson 1: There Will Be Blood… When You Pick Bad StocksLesson 2: You Can Lose $...Even When You Pick The Best StocksLesson 3: Don’t Play QuartersLesson 4: Revenue Matters More Than AnythingLesson 5: It Doesn’t Mean a Thing, If It Ain't Got That Product SwingLesson 6: TAMs - The Bigger The BetterLesson 7: Follow the Value Prop, Not the MoneyLesson 8: Management Matters MostLesson 9: Look for Ballpark Reasonable ValuationLesson 10: Hunt for DHQs - Dislocated High-Quality Stocks
Mark Mahaney has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, American Technology Research, Citibank, RBC Capital Markets, and Evercore ISI. Institutional Investor magazine has ranked him as a top Internet analyst every year for the past 15 years, including five years as number one, and he has been ranked by the Financial Times and StarMine as the number-one earnings estimator and stock picker. In addition, TipRanks has placed Mahaney in the top one percent of all Wall Street analysts in terms of single-year stock picking performance.
Get Mark's book here:
Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts. Mark Mahaney
Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo
220 Listeners
1,160 Listeners
385 Listeners
1,462 Listeners
1,120 Listeners
195 Listeners
1,407 Listeners
72 Listeners
110 Listeners
171 Listeners
760 Listeners
641 Listeners
220 Listeners
79 Listeners
142 Listeners