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)

392: How to create a career strategy for an executive (Monday Morning 8 a.m. #13)

392: How to create a career strategy for an executive (Monday Morning 8 a.m. #13)

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 get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

1 Helmi 202135min

391: The nuances of a private equity strategy

391: The nuances of a private equity strategy

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 get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

25 Tammi 202129min

390: How to manage up / Manage your manager. Dealing with sensitive situations at work (The Consulting Offer IV)

390: How to manage up / Manage your manager. Dealing with sensitive situations at work (The Consulting Offer IV)

This is a short excerpt from The Consulting Offer IV with Sizan, episode 31. The Consulting Offer is an in depth series which helps candidates to prepare for consulting case interviews and develop foundational problem solving, leadership and communication skills. All episodes are available to Premium members on StrategyTV.com / apps and to FC Insiders on StrategyTraining.com / apps. Get free training episodes, resources and updates here: https://www.firmsconsulting.com

21 Tammi 20218min

389: Fear is not a strategy (Monday Morning 8 a.m. #11)

389: Fear is not a strategy (Monday Morning 8 a.m. #11)

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 get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

18 Tammi 202129min

388: One of the biggest strategy shifts ever in the next 10 to 20 years (Monday Morning 8 a.m. #10)

388: One of the biggest strategy shifts ever in the next 10 to 20 years (Monday Morning 8 a.m. #10)

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 get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

11 Tammi 202127min

387: Netflix vs. Disney+ vs. AppleTV vs. HBO Max (Monday Morning 8 a.m. #9)

387: Netflix vs. Disney+ vs. AppleTV vs. HBO Max (Monday Morning 8 a.m. #9)

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 get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

21 Joulu 202028min

386: Consulting case interviews. FIT. The thing you are proud of. McKinsey, BCG, Bain (MBB)

386: Consulting case interviews. FIT. The thing you are proud of. McKinsey, BCG, Bain (MBB)

Consulting case interviews, FIT: McKinsey, BCG, Bain This episode is a short piece from a full session available to FC Insiders on StrategyTraining website and apps. If you would like to get access to sample episodes from StrategyTraining website, go to www.firmsconsulting.com/promo #MBB #McKinsey #caseinterviews

15 Joulu 202014min

385: What Bob Dylan Teaches Us About Digital Strategy (Monday Morning 8 a.m. #8)

385: What Bob Dylan Teaches Us About Digital Strategy (Monday Morning 8 a.m. #8)

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 get a written copy with links to mentioned articles sign up here: www.firmsconsulting.com/promo

14 Joulu 202027min

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