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