Case Interview Preparation & Management Consulting | Strategy | Critical Thinking

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

Informações:

Sinopse

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 magaz