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

Avsnitt(499)

102: Current crisis = golden opportunity to transform your life

102: Current crisis = golden opportunity to transform your life

Our clients are often facing crises and catastrophes somewhere in the world. From virus outbreaks to earthquakes, wildfire evacuations and more. And they write to us about their immediate plans to manage the situation. What we find is that they almost always take actions that damage their careers and hurt their lives. They let external factors, the media narrative and their social network influence them to make poor choices that handicap their lives. Often severely. They don't realize that the biggest, fastest and most sustainable way to transform one’s life and career is to leverage a crisis. Don't run from a crisis. Run into a crisis. This is a short episode released on Strategy Skills iTunes channel and YouTube which includes an overview of the full program we released for FC Insiders (StrategyTraining.com/Strategy Training apps). The full program: https://www.strategytraining.com/how-to-manage-a-crises

19 Mars 20207min

101: Interview with McKinsey partner Peter Dahlström on the source of competitive advantage in the digital era

101: Interview with McKinsey partner Peter Dahlström on the source of competitive advantage in the digital era

This is #101 episode of the Strategy Skills podcast. In this episode we interview senior partner at McKinsey & Company Peter Dahlström on the source of competitive advantage in the digital era.  Peter Dahlström leads McKinsey’s client and firm communications. As the global leader for McKinsey Digital’s B2C team, he serves leading institutions in the telecommunications, high-tech, media, and fast-moving consumer-goods industries. Peter is a co-author of FAST TIMES: How Digital Winners Set Direction, Learn, and Adapt.  Access free training episodes from our paid advanced strategy training programs here (opt-in for free to get access): https://www.FIRMSconsulting.com

28 Feb 202058min

100: What a strategy workshop will not give you at the end

100: What a strategy workshop will not give you at the end

An episode 100 of Strategy Skills iTunes podcast is here (Strategy Skills podcast is ranked among 5-10 top for careers in many countries worldwide).  Access free training episodes here (opt-in for free to get access): https://www.firmsconsulting.com

18 Feb 20208min

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