Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts
McGraw-Hill Education (Verlag)
9781264274963 (ISBN)
The Tech industry is the stock market’s hottest, most profitable sector, but it can be a roller coaster ride. Companies with great ideas can end up going nowhere, and some that dominate today will be sold at fire-sale prices in five years. “Sure things” can become “sore things” very rapidly. Nothing But Net provides the knowledge and insights you need to understand what’s really hot, to know what’s not, and to outperform other investors consistently and decisively.
Famous for his smart, savvy and unique approach to Tech stock investing, Mark Mahaney provides his 10 proven rules for succeeding as a long-term Tech stock investor—explaining everything he’s learned during almost 25 years of analyzing internet stocks, including:
Why revenue growth and customer metrics―not earnings―are what matter most to Tech investors
How to invest―not trade―in the great growth opportunities that lie ahead
How to determine when high valuations are a warning sign and when they signal an opportunity
“I’ve watched the rise of some of the leading companies of today–Facebook, Amazon, Netflix, Google–and the fall of some of the leading companies of yesterday–Yahoo!, eBay, and AOL…,” Mahaney writes. “[F]iguring out which companies really are going to be dominant franchises is an extremely hard thing to do. But those who accomplished this were arguably able to generate some of the best portfolio returns in the stock market over the past generation.”
Nothing But Net provides powerful advice for the next two decades―lessons you can start applying today and use for years to come.
Mark Mahaney is an analyst who has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, Citibank, RBC Capital Markets, and Evercore ISI. In addition to being ranked one of the top internet analysts by Institutional Investor magazine for the last 15 years, he’s been named the top earnings estimator and top stock picker in the Internet Retail segment by the Financial Times and StarMine. TipRanks has put him in the top one percent of all Wall Street analysts in terms of one-year stock picking performance.
Preface: The Oldest and Longest-Lasting
Internet Analyst on the Street
Introduction: The Big Long
10 LESSONS
LESSON 1 There Will Be Blood . . . When You
Pick Bad Stocks
LESSON 2 There Will Be Blood . . . Even When
You Pick the Best Stocks
LESSON 3 Don’t Play Quarters
LESSON 4 Revenue Matters More Than Anything
LESSON 5 It Don’t Mean a Thing, If It Ain’t
Got That Product Swing
LESSON 6 TAMs—The Bigger the Better
LESSON 7 Follow the Value Prop, Not the Money
LESSON 8 M Is for Management
LESSON 9 Valuation Is in the Eye of the Tech Stockholder
LESSON 10 Hunt for DHQs—Dislocated
High-Quality Stocks
The 10-Lesson Lineup
Extra Credit
Acknowledgments
Index
| Erscheinungsdatum | 10.11.2021 |
|---|---|
| Zusatzinfo | 60 Illustrations |
| Verlagsort | OH |
| Sprache | englisch |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Allgemeines / Lexika |
| ISBN-13 | 9781264274963 / 9781264274963 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
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