Description
Book SynopsisFind the winners, avoid the losers, and build a solid Tech portfolio for the long runâwith proven methods from legendary analyst Mark Mahaney
The Tech industry is the stock marketâs hottest, most profitable sector, but it can be a roller coaster ride. Companies with great ideas can end up going nowhere, and some that dominate today will be sold at fire-sale prices in five years. âœSure thingsâ can become âœsore thingsâ very rapidly. Nothing But Net provides the knowledge and insights you need to understand whatâs really hot, to know whatâs not, and to outperform other investors consistently and decisively.
Famous for his smart, savvy and unique approach to Tech stock investing, Mark Mahaney provides his 10 proven rules for succeeding as a long-term Tech stock investorâexplaining everything heâs learned during almost 25 years of analyzing internet stocks, including:
- Why revenue growth and customer metricsânot earningsâare what matter most to Tech
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
