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

Episoder(499)

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

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

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

5 Apr 202138min

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

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

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

29 Mar 202147min

139: The six tools of successful leaders (Monday Morning 8 a.m. #20)

139: The six tools of successful leaders (Monday Morning 8 a.m. #20)

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

22 Mar 202134min

138: Mothering a strategy (Monday Morning 8 a.m. #19)

138: Mothering a strategy (Monday Morning 8 a.m. #19)

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

15 Mar 202141min

137: Blair Sheppard, PwC global strategy head and author. On four urgent global crises and their strategic solutions

137: Blair Sheppard, PwC global strategy head and author. On four urgent global crises and their strategic solutions

In today's episode of the Strategy Skills podcast, we have a conversation with Blair Sheppard, Global Head of Strategy and Leadership for PWC. Blair shares his views of looming global crises driven by wealth disparity, technological disruption, the polarization of people, and declining trust in society’s institutions. Blair Sheppard is also the Dean Emeritus and Professor Emeritus of Duke University’s Fuqua School of Business, where he taught for thirty-three years. He was the principal force behind opening Duke's campus in China, and the founder and CEO of Duke Corporate Education. Blair is a regular speaker at high-caliber international forums including the Global Solutions Summit, the St. Petersburg International Economic Forum, and Slush. He was born in Hamilton, Ontario (Canada) and lives in Durham, North Carolina (US). In his new book, TEN YEARS TO MIDNIGHT: Four Urgent Global Crises and Their Strategic Solutions, Blair sets out why that timeline is so crucial, what the most urgent challenges are and the key elements of a solution. The world faces four crises: A crisis of prosperity, with rising inequality, poor life choices for young people, the squeezed middle class and a mass of people on the brink of retirement but lacking the savings to sustain them;  A crisis of technology, as our economic system drives innovation but fails to manage unintended negative consequences which pollute key elements of life support, from our atmosphere to our news; A crisis of institutional legitimacy, as traditional institutions try to maintain their existing structures in the face of major global forces, and find themselves buckling and warping rather than adapting; and, A crisis of leadership, as those who should help us manage these crises instead focus on narrow priorities rather than leading the world towards holistic solutions. Get access to sample training from our advanced programs 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).

11 Mar 20211h 10min

136: Rethinking M&A (Monday Morning 8 a.m. #18)

136: Rethinking M&A (Monday Morning 8 a.m. #18)

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

9 Mar 202138min

135: Apple disrupts a decades-old value chain migration (Monday Morning 8 a.m. #17)

135: Apple disrupts a decades-old value chain migration (Monday Morning 8 a.m. #17)

Hello everyone! This is Monday Morning 8 a.m. (#17), 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

1 Mar 202138min

134: How to stop blaming Covid and start building revenue growth, with Kent Billingsley

134: How to stop blaming Covid and start building revenue growth, with Kent Billingsley

Welcome to the Strategy Skills podcast, from FIRMSconsulting.com. Today we have a very interesting guest, Kent Billingsley, who is going to talk about sales and the revenue side of management consulting. And about using the tools and techniques that he developed in his consulting career which he now applies in almost any kind of industry. We rarely talk about sales. So we thought it will be nice to do a podcast where we dive into this topic. Get Kent's book "ENTREPRENEUR TO MILLIONAIRE: How to Build a Highly Profitable, Fast-Growth Company and Become Embarrassingly Rich Doing It": https://amzn.to/3dU6aPN

26 Feb 202158min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
pengesnakk
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
rss-rettssikkerhet-bak-fasaden-pa-rettsstaten-norge
lederpodden
okonomiamatorene
rss-investering-gjort-enkelt
rss-fa-makro
rss-markedspuls-2