318: Mark Mahaney, 10 proven rules to succeed in tech stock investing (Strategy Skills classics)

318: Mark Mahaney, 10 proven rules to succeed in tech stock investing (Strategy Skills classics)

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 Stocks
Lesson 2: You Can Lose $...Even When You Pick The Best Stocks
Lesson 3: Don't Play Quarters
Lesson 4: Revenue Matters More Than Anything
Lesson 5: It Doesn'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: Management Matters Most
Lesson 9: Look for Ballpark Reasonable Valuation
Lesson 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

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621: Business Longevity Principles from Immigrant Entrepreneurs (with University of Oxford's Neri Karra Sillaman)

621: Business Longevity Principles from Immigrant Entrepreneurs (with University of Oxford's Neri Karra Sillaman)

Neri Karra Sillaman, entrepreneurship advisor at the University of Oxford and author of Pioneers: Eight Principles of Business Longevity from Immigrant Entrepreneurs, discusses why immigrant-founded c...

21 Tammi 43min

620: Former McKinsey partner on How to Turn a Profit and Improve Lives in the World's Toughest Places (Strategy Skills classics)

620: Former McKinsey partner on How to Turn a Profit and Improve Lives in the World's Toughest Places (Strategy Skills classics)

This episode examines what happens when strategy is applied in environments where institutional stability, reliable data, and conventional partners cannot be assumed. Former McKinsey partner and Unive...

19 Tammi 50min

619: Founder of McKinsey's Strategy and Corporate Finance Insights Team on Measuring and Managing the Value of Companies (Strategy Skills classics)

619: Founder of McKinsey's Strategy and Corporate Finance Insights Team on Measuring and Managing the Value of Companies (Strategy Skills classics)

In this episode, Tim Koller, co-author of Valuation and a leading authority on corporate finance, offers a substantive examination of capital allocation decisions under real-world constraints. The dis...

14 Tammi 49min

618: Rethinking Capitalism, Innovation, AI, and the American Dream (with Elizabeth McBride and Seth Levine)

618: Rethinking Capitalism, Innovation, AI, and the American Dream (with Elizabeth McBride and Seth Levine)

Elizabeth McBride and Seth Levine return to discuss the ideas behind their book Capital Evolution and the shifts they see across capitalism, innovation, and work. They describe conversations with youn...

12 Tammi 48min

617: Inc 5000 fastest growing company on Psychology behind leadership influence and human behavior (with MichaelAaron Flicker)

617: Inc 5000 fastest growing company on Psychology behind leadership influence and human behavior (with MichaelAaron Flicker)

Michael explains that people often struggle because "adding and adding must be more effective," yet humans are "more confident when just one advantage is presented." He shares that Five Guys succeeded...

7 Tammi 53min

616: NYU Stern's Prof on How AI Is Rewriting the Future of Work (with Ben Zweig)

616: NYU Stern's Prof on How AI Is Rewriting the Future of Work (with Ben Zweig)

When most executives discuss AI, they focus on automation. Dr. Ben Zweig, NYU Stern professor and CEO of Revelio Labs, explains why the real disruption isn't machines replacing people, it's our failur...

5 Tammi 52min

615: $12B Investment Firm CEO on Saving the American Dream (with Mark Matson)

615: $12B Investment Firm CEO on Saving the American Dream (with Mark Matson)

In this conversation, Mark explains that "we often build our lives on things we are certain about that simply are not true." He describes how "we don't actually see the world… we see screens of how we...

31 Joulu 202552min

614: Why Executive Leaders Feel Lonely

614: Why Executive Leaders Feel Lonely

Adam McGraw is a Fortune 100 VP turned entrepreneur and co-founder of CREW, a leadership community. "We try and really curate it for folks that are in the VP and above through CEOs as well, founders, ...

29 Joulu 202555min

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