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

Avsnitt(819)

352: Executive coach & Investor Jerry Colonna on his new book, "Reboot: Leadership and the Art of Growing Up"

352: Executive coach & Investor Jerry Colonna on his new book, "Reboot: Leadership and the Art of Growing Up"

Listen to FIRMSconsulting's conversation with Jerry Colonna. Jerry's book, Reboot, is launched this week. You can get it here: https://amzn.to/2XljCEt Jerry, venture capitalist turned executivecoach to CEOs of major companies, shares his blend of entrepreneurial straight talk and ancient philosophies thinking to help people overcome their own psychological traumas that hold them back personally and professionally. https://www.firmsconsulting.com

18 Juni 201958min

351: Is there a shift in consulting towards implementation?

351: Is there a shift in consulting towards implementation?

Is there a shift in consulting towards implementation? is our response to two listener's questions, "Is there a shift in consulting towards implementation and how do you get the client to implement?" This episode is complimentary and available on iTunes, Youtube, Spotify and many other podcast players. https://www.firmsconsulting.com

7 Juni 201916min

350: McKinsey careers. How do I become a McKinsey Principal

350: McKinsey careers. How do I become a McKinsey Principal

We recently had a coaching session with a client who could become a #McKinsey Principal in about 12 to 24 months. He is currently a McKinsey Associate Principal and has been a long-time client of FIRMSconsulting. He joined our #caseinterview coaching program when he was at Harvard completing an #MBA and we helped him join McKinsey as an associate. This is our 7th year of coaching him and he is a wonderful young man. In this podcast, we are going to summarize some critical advice we offered him, and other McKinsey Principal-level coaching clients, about moving from associate principal to becoming a McKinsey Principal and, thereafter, McKinsey Director. For more info on the FIRMSconsulting platform, visit us at: https://www.firmsconsulting.com Read related article: https://www.firmsconsulting.com/quarterly/mckinsey-principal/

19 Apr 201912min

349: McKinsey careers. How do I join McKinsey Digital?

349: McKinsey careers. How do I join McKinsey Digital?

How do I join McKinsey Digital is episode 349 of Case Interviews & Management Consulting iTunes podcast channel. KEEP IN TOUCH:  Instagram / Facebook / Twitter / LinkedIn  WANT TO LEARN FROM FORMER STRATEGY PARTNERS FROM MAJOR CONSULTING FIRMS? SIGN UP FOR ACCESS TO SELECTED EPISODES HERE.

9 Apr 201915min

348: Is an arts or law background worthless to management consulting?

348: Is an arts or law background worthless to management consulting?

"Career guidance: Is an arts or law background worthless to management consulting?" is episode 348 of our Case Interviews & Management Consulting channel. KEEP IN TOUCH:  Instagram / Facebook / Twitter / LinkedIn  WANT TO LEARN FROM FORMER STRATEGY PARTNERS FROM MAJOR CONSULTING FIRMS? SIGN UP FOR ACCESS TO SELECTED EPISODES HERE. https://www.firmsconsulting.com

10 Mars 201925min

347: Why do Western interviewers incorrectly assume Asian males lack confidence

347: Why do Western interviewers incorrectly assume Asian males lack confidence

"Why do Western interviewers incorrectly assume Asian males lack confidence" is episode 347 of our Case Interviews & Management Consulting channel.   KEEP IN TOUCH:  Instagram / Facebook / Twitter / LinkedIn  WANT TO LEARN FROM FORMER STRATEGY PARTNERS FROM MAJOR CONSULTING FIRMS? SIGN UP FOR ACCESS TO SELECTED EPISODES HERE. https://www.firmsconsulting.com

5 Mars 201919min

346: Career guidance: 52 years old, senior manager and not going anywhere

346: Career guidance: 52 years old, senior manager and not going anywhere

"Career guidance: 52 years old, senior manager and not going anywhere" is episode 346 of our Case Interviews & Management Consulting channel. KEEP IN TOUCH:  Instagram / Facebook / Twitter / LinkedIn  WANT TO LEARN FROM FORMER STRATEGY PARTNERS FROM MAJOR CONSULTING FIRMS? SIGN UP FOR ACCESS TO SELECTED EPISODES HERE. https://www.firmsconsulting.com

22 Feb 201917min

345: Consulting Interview Questions. Earning $17 per hour, no degree and dreaming of McKinsey and an MBA

345: Consulting Interview Questions. Earning $17 per hour, no degree and dreaming of McKinsey and an MBA

"Consulting interview questions: Earning $17/hour, no degree and dreaming of McKinsey and an MBA" is episode 345 of our Case Interviews & Management Consulting channel. KEEP IN TOUCH: Instagram / Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS FROM MAJOR CONSULTING FIRMS? SIGN UP FOR ACCESS TO SELECTED EPISODES HERE. https://www.firmsconsulting.com

8 Feb 201922min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-svart-marknad
rss-borsens-finest
uppgang-och-fall
rss-jossan-nina
affarsvarlden
bathina-en-podcast
lastbilspodden
fill-or-kill
borsmorgon
rss-inga-dumma-fragor-om-pengar
24fragor
avanzapodden
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di
rss-en-rik-historia
tabberaset