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Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts
CITATION
Mahaney, Mark
.
Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts
. New York: McGraw-Hill Education, 2021.
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Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts
Authors:
Mark Mahaney
Published:
November 2021
Pages:
304
eISBN:
9781264274970
|
ISBN:
9781264274963
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Book Description
Table of Contents
Cover
Title Page
Copyright Page
Dedication
Contents
Preface: The Oldest and Longest-Lasting Internet Analyst on the Street
Introduction: The Big Long
10 LESSONS
LESSON 1 There Will Be Blood . . . When You Pick Bad Stocks
LESSON 2 There Will Be Blood . . . Even When You Pick the Best Stocks
LESSON 3 Don’t Play Quarters
LESSON 4 Revenue Matters More Than Anything
LESSON 5 It Don’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 M Is for Management
LESSON 9 Valuation Is in the Eye of the Tech Stockholder
LESSON 10 Hunt for DHQs—Dislocated High-Quality Stocks
The 10-Lesson Lineup
Extra Credit
Acknowledgments
Index