565: 10 proven rules to succeed in tech stock investing (with Mark Mahaney)

Case Interview Preparation & Management Consulting | Strategy | Critical Thinking - A podcast by StrategyTraining.com & FirmsConsulting.com

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For this episode we interviewed one of Wall Street’s legendary tech analysts, Mark Mahaney.  In this episode, Mark discusses ten lessons that are proven to help investors succeed in tech stock investing. He shares powerful advice and knowledge from analyzing the most explosive sector on Wall Street over the past quarter century.  Lesson 1: There Will Be Blood… When You Pick Bad Stocks Lesson 2: You Can Lose $...Even When You Pick The Best Stocks Lesson 3: Don’t Play Quarters Lesson 4: Revenue Matters More Than Anything Lesson 5: It Doesn’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: Management Matters Most Lesson 9: Look for Ballpark Reasonable Valuation Lesson 10: Hunt for DHQs - Dislocated High-Quality Stocks Mark Mahaney has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, American Technology Research, Citibank, RBC Capital Markets, and Evercore ISI. Institutional Investor magazine has ranked him as a top Internet analyst every year for the past 15 years, including five years as number one, and he has been ranked by the Financial Times and StarMine as the number-one earnings estimator and stock picker. In addition, TipRanks has placed Mahaney in the top one percent of all Wall Street analysts in terms of single-year stock picking performance.  Get Mark's book here: Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts. Mark Mahaney Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo