Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts
McGraw-Hill Education (Verlag)
978-1-264-27496-3 (ISBN)
The tech industry is the stock market’s hottest, most profitable sector, but it can be a roller coaster ride for investors. Companies with great ideas end up going nowhere, and some that dominate today will be sold at fire-sale prices in five years. Nothing But Net provides the knowledge and insights you need to understand what’s really hot, know what’s not, and outperform other tech investors on a consistent basis.
Famous for his solid, proven approach to tech stock investing, Mark Mahaney doesn’t emphasize picking the next best stock—he shows how to succeed as a tech stock investor. Mahaney explains the ins and outs of tech stock investing, including:
Why dividends and strong profits—manna for value investors—can sometimes be the kiss of death for tech investors
Why revenue growth and customer metrics—not earnings—are what matter most to tech investors
How to invest—not trade—in the great growth opportunities that lie ahead.
Nothing But Net provides common-sense advice, providing a tech/growth update along with a focus on the consumer tech stocks that have become household names, like Amazon, Apple, Facebook, Google, Netflix, Twitter, and Uber.
Nothing But Net provides powerful advice for the next two decades—lessons you can start applying today and put to use for years to come.
Mark Mahaney is an analyst who has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, Citibank, RBC Capital Markets, and Evercore ISI. In addition to being ranked one of the top internet analysts by Institutional Investor magazine for the last 15 years, he’s been named the top earnings estimator and top stock picker in the Internet Retail segment by the Financial Times and StarMine. TipRanks has put him in the top one percent of all Wall Street analysts in terms of one-year stock picking performance.
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
| Erscheinungsdatum | 10.11.2021 |
|---|---|
| Zusatzinfo | 60 Illustrations |
| Verlagsort | OH |
| Sprache | englisch |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Allgemeines / Lexika |
| ISBN-10 | 1-264-27496-3 / 1264274963 |
| ISBN-13 | 978-1-264-27496-3 / 9781264274963 |
| Zustand | Neuware |
| Haben Sie eine Frage zum Produkt? |
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