565: 10 proven rules to succeed in tech stock investing (with Mark Mahaney)

565: 10 proven rules to succeed in tech stock investing (with Mark Mahaney)

For this episode 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

Jaksot(819)

408: Family Businesses During the Pandemic (with Josh Baron)

408: Family Businesses During the Pandemic (with Josh Baron)

Welcome to an episode with Josh Baron. Get Josh's new book here: " data-userid="751940007443001344" data-orgid="751940008097312768">https://amzn.to/3iRZ531 Josh Baron is a partner and co-founder of BanyanGlobal, a professor at Columbia Business School, a thought leader, and author of Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise (HBR Handbooks). He has worked closely with family-owned companies, foundations, and offices for over a decade now. He has been helping these families define their purpose as owners and establish strategies to accomplish their goals. He is also teaching MBA courses on Family Business Management and Managing Conflict in Family Business. He has also written articles for The Huffington Post, Trust & Estates Magazine, and Family Business Magazine, among others. HBR FAMILY BUSINESS HANDBOOK: How to Build and Sustain a Successful, Enduring Enterprise. Josh Baron: https://amzn.to/3iRZ531 Enjoying our podcast? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo We use affiliate links whenever possible (if you purchase items listed above using our affiliate links, we will get a bonus).

4 Loka 20211h 1min

407: When promotions end and the runway ends (Monday Morning 8 a.m. #25)

407: When promotions end and the runway ends (Monday Morning 8 a.m. #25)

Hello everyone! This is Monday Morning 8 a.m., a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we're going to focus on four major themes from last week's news. To listen to the audio version of this newsletter, search for "Strategy Skills" in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

17 Touko 202139min

406: What's going to happen seven moves down the chessboard (Monday Morning 8 a.m. #26)

406: What's going to happen seven moves down the chessboard (Monday Morning 8 a.m. #26)

Hello everyone! This is Monday Morning 8 a.m. (#22), a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we're going to focus on four major themes from last week's news. To listen to the audio version of this newsletter, search for "Strategy Skills" in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

3 Touko 202120min

405: If Disney+ is just starting with streaming, where is Disney+ going? (Monday Morning 8 a.m. #24)

405: If Disney+ is just starting with streaming, where is Disney+ going? (Monday Morning 8 a.m. #24)

Hello everyone! This is Monday Morning 8 a.m. (#22), a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we're going to focus on four major themes from last week's news. To listen to the audio version of this newsletter, search for "Strategy Skills" in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

21 Huhti 202138min

404: Consulting case interview (McKinsey, BCG, Bain) example: Netflix case, The Consulting Offer

404: Consulting case interview (McKinsey, BCG, Bain) example: Netflix case, The Consulting Offer

Consulting case interview (McKinsey, BCG, Bain) example: Netflix case, The Consulting Offer Sign up here for free resources: www.firmsconsulting.com/promo

13 Huhti 20219min

403: The Philadelphia 76ers and the New Jersey Devils Aren't Sports Organizations (Monday Morning 8 a.m. #23)

403: The Philadelphia 76ers and the New Jersey Devils Aren't Sports Organizations (Monday Morning 8 a.m. #23)

Hello everyone! This is Monday Morning 8 a.m. (#22), a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we're going to focus on four major themes from last week's news. To listen to the audio version of this newsletter, search for "Strategy Skills" in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

13 Huhti 202127min

402: Tesla is not an electric car company (Monday Morning 8 a.m. #22)

402: Tesla is not an electric car company (Monday Morning 8 a.m. #22)

Hello everyone! This is Monday Morning 8 a.m. (#22), a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we're going to focus on four major themes from last week's news. To listen to the audio version of this newsletter, search for "Strategy Skills" in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

5 Huhti 202136min

401: The unspoken truth about strategy (Monday Morning 8 a.m. #21)

401: The unspoken truth about strategy (Monday Morning 8 a.m. #21)

Hello everyone! This is Monday Morning 8 a.m. (#21), a weekly newsletter where we distill the insights from all of the distractions, articles, and emails that you receive in your inbox every day. In this newsletter, we're going to focus on four major themes from last week's news. To listen to the audio version of this newsletter, search for "Strategy Skills" in any podcast app. To get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

5 Huhti 202145min

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