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Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts book cover, ISBN 9781264274963

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

by Mahaney, Mark

ISBN13: 9781264274963
ISBN10: 1264274963
eBook ISBN(s): 9781264274970
Edition: 1st
Format: Hardcover
Copyright: 2021-11-09
Publisher: McGraw Hill

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1. Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts > ISBN13: 9781264274963

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Table of 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

Supplemental Materials

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