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.

Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts

Authors:

Published:  November 2021 Pages: 304

eISBN: 9781264274970 | ISBN: 9781264274963
  • 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