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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326: 3 Mistakes When Practicing with McKinsey / BCG Consultants

326: 3 Mistakes When Practicing with McKinsey / BCG Consultants

In this 326th and new episode of the Case Interview & Management Consulting complimentary podcast, audio version, we discuss 3 mistakes made by many candidates when practicing with McKinsey and BCG consultants.  SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

30 Sep 201713min

325: How to Present Accomplishments

325: How to Present Accomplishments

In this 325th and new episode of the Case Interview & Management Consulting podcast, audio version, we discuss how to effectively present your accomplishments. SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

23 Juli 201721min

324: Major Changes At McKinsey

324: Major Changes At McKinsey

In this episode we discuss the major ongoing changes at McKinsey, 6 new practices and what it means for your career. We also discuss the questions you need to ask when considering roles at McKinsey Design, Analytics, Implementation etc. SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

10 Apr 201728min

323: Change to McKinsey Salaries

323: Change to McKinsey Salaries

Michael and Tom discuss another concerning change within McKinsey: an adjustment to McKinsey salaries, which is very subtle but interesting. SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

28 Sep 201614min

322: McKinsey's Eroding Culture

322: McKinsey's Eroding Culture

Michael and Tom talk about a major and troubling change in the language McKinsey has started using in their performance evaluations. We discuss what it indicates for McKinsey's future. SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

26 Sep 201622min

321: Leaving McKinsey Not in Good Standing

321: Leaving McKinsey Not in Good Standing

Michael and Tom talk about a new concerning change in up or out procedures in one of McKinsey's North American offices, which was unfolding over the last 6 months. We discuss what impact will this have if action is not taken to stop this practice. SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

21 Aug 201621min

320: How Firms Compete

320: How Firms Compete

The story Michael and Tom will talk about today, a major consulting firm suing McKinsey, is a real life example of how firms compete behind the scenes. SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

5 Aug 201624min

319: Managing Extreme Fatigue and Stress

319: Managing Extreme Fatigue and Stress

Michael and Tom discuss how to manage extreme fatigue and stress. SIGN UP FOR OUR EMAIL UPDATES HERE & RECEIVE FREE CASE INTERVIEW TRAINING KEEP IN TOUCH: Facebook / Twitter / LinkedIn WANT TO LEARN FROM FORMER STRATEGY PARTNERS? REFER TO THE FIRMSCONSULTING ORIGINAL TRAINING PROGRAMS.

23 Juli 201637min

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