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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268: What Michael Jordan Can Teach You About Strategy

268: What Michael Jordan Can Teach You About Strategy

Aspiring NBA stars make a classic mistake when trying to watch, analyze and replicate the reasons why someone like Michael Jordan was so successful. In this podcast I explain why aspiring management consultants and those in industry make the very same mistake when watching, analyzing and replicating the reasons why McKinsey and BCG are so successful.

15 Juni 201516min

267: Strategy Training Changes at Firmsconsulting

267: Strategy Training Changes at Firmsconsulting

[Update June 11] The 1st strategy training map is live! All 16 steps of strategy planning and 200+ critical points are complimentary to all our members!

9 Juni 201521min

266: Case Studies in Strategy Projects

266: Case Studies in Strategy Projects

It is fair to say that being assigned to develop the case studies to help a team on the strategy study is considered a dead-end role for most consultants. An associate or analyst would much rather want to be leading the corporate strategy analyses, business case or even the business unit analyses versus studying how other companies have tackled the same problem as the client.

3 Juni 201520min

265: Client Lessons: Stanford Masters Student

265: Client Lessons: Stanford Masters Student

This podcast was prepared for clients in our case coaching program. Each week I will consolidate the main questions and challenges clients are facing in the program and use these podcasts to communicate suggestions and advice to your unique preparation needs.

28 Maj 201521min

264: From Siberia's winter plains to an elite university

264: From Siberia's winter plains to an elite university

The Firmsconsulting Emerging Fellows program is a program we run whereby we find and mentor promising young students from impoverished parts of the world. Working with them over several years, we guide them into elite schools and eventually into McKinsey or BCG.

22 Maj 201529min

263: How to read to improve reasoning

263: How to read to improve reasoning

We have a section on the website where I list all of the articles I read on a daily basis: What Firmsconsulting is reading. The thinking was that readers could replicate the reading of a former strategy partner at an elite firm by reading what I read.

16 Maj 201513min

262: BCG / McKinsey to Private Equity: 4 Client Experiences

262: BCG / McKinsey to Private Equity: 4 Client Experiences

If you wanted to move from BCG / McKinsey to private equity, how do you make the career change?

10 Maj 201527min

261: McKinsey US No, McKinsey Moscow Yes, Wants US

261: McKinsey US No, McKinsey Moscow Yes, Wants US

This very insightful and unusual podcast discusses the unique situation 5 of our clients face.

4 Maj 201515min

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