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

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229: Why Internal Strategy Units Rarely Create Consultants

229: Why Internal Strategy Units Rarely Create Consultants

This podcast is based on the Quarterly article about the pros and cons of joining internal consulting units in banks, primarily as a substitute for careers in McKinsey or BCG.

28 Marras 201425min

228: How Great Consulting Firms Die

228: How Great Consulting Firms Die

This podcast is linked to the article about recent recruiting problems at BCG. We elevate the problem here and discuss the basic elements which lead to the decline of great firms or why smaller firms never become great.

22 Marras 201426min

227: Lessons from returning to Turkey from the USA

227: Lessons from returning to Turkey from the USA

This podcast accompanies the recent article about a Turkish client who was trying to complete her MBA and move back to Turkey BCG or McKinsey after about 15 years outside the country. The podcast was done 18 months after the article was written so we will discuss her experiences since the time we provided the initial advice in the article. In many ways, what worked to this client's benefit was her genuine sincerity when asking for helping, excellent personality and high intellect. A rare combination.

16 Marras 201421min

226: Poor Networking and Mentor-Mentee Etiquette

226: Poor Networking and Mentor-Mentee Etiquette

This podcast is linked to the recent quarterly article about the speech Marvin Bower made way back in 1964. Rather than focusing on the many useful elements of the speech, we will focus on the unifying theme of finding outstanding people, inspiring them and requiring the highest levels of conduct from them.

10 Marras 201430min

225: How Michael Would Use The Consulting Offer

225: How Michael Would Use The Consulting Offer

This is not a complex podcast. It is more a reminder. I talk through the very simple steps I would use when learning from The Consulting Offer: Read all the pages about the show Read all the session descriptions Read them again Develop my study plan Complete quizzes 0 to 9 Stick to my plan Go through sessions 1 to 23 in that order for Felix and some sessions from Sanjeev. You can also do all the cases from Samantha and Rafik. In general, go through the drop down menu of The Consulting Offer and pay attention to this page.

4 Marras 20149min

224: Picking a Mentor Who is Not the Best At their Field

224: Picking a Mentor Who is Not the Best At their Field

This podcast is based on an off-the-record conversation I had with Felix when we were not recording The Consulting Offer. Sometimes after the 90 minute sessions we would engage in small-talk and useful things were discussed but never captured.

29 Loka 201414min

223: Picking a Mentor Who is Not the Best At their Field

223: Picking a Mentor Who is Not the Best At their Field

This podcast is based on an off-the-record conversation I had with Felix when we were not recording The Consulting Offer. Sometimes after the 90 minute sessions we would engage in small-talk and useful things were discussed but never captured.

23 Loka 201424min

222: Using The Consulting Offer Videos Effectively

222: Using The Consulting Offer Videos Effectively

Clients using the Consulting Offer Videos fit into a neat bimodal distribution.

17 Loka 20147min

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