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

"From one of the world's leading tech stock investors-proven lessons on finding winners, avoiding losers, and building a durable tech portfolio for the long run. The tech industry is the stock market's hottest, most profitable sector, but it can be a roller coaster ride for investors. Companies with great ideas end up going nowhere, and some that dominate today will be sold at fire-sale prices in five years. Nothing But 'Net provides the knowledge and insights you need to understand what's really hot, know what's not, and outperform other tech investors on a consistent basis. Famous for his solid, proven approach to tech stock investing, Mark S. F. Mahaney doesn't emphasize picking the next best stock-he shows how to succeed as a tech stock investor. Mahaney explains the ins and outs of tech stock investing, including: Why dividends and strong profits-manna for value investors-can sometimes be the kiss of death for tech investors Why revenue growth and customer metrics-not earnings-are what matter most to tech investors How to invest-not trade-in the great growth opportunities that lie ahead. Nothing But 'Net provides common-sense advice, providing a tech/growth update along with a focus on the consumer tech stocks that have become household names, like Amazon, Apple, Facebook, Google, Netflix, Twitter, and Uber. Nothing But Net provides powerful advice for the next two decades-lessons you can start applying today and put to use for years to come"--
Find the winners, avoid the losers, and build a solid Tech portfolio for the long run—with proven methods from legendary analyst Mark MahaneyThe Tech industry is the stock market’s 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. “Sure things” can become “sore things” very rapidly. Nothing But Net provides the knowledge and insights you need to understand what’s really hot, to know what’s 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 investor—explaining everything he’s learned during almost 25 years of analyzing internet stocks, including:Why revenue growth and customer metrics?not earnings?are what matter most to Tech investorsHow to invest?not trade?in the great growth opportunities that lie aheadHow to determine when high valuations are a warning sign and when they signal an opportunity“I’ve watched the rise of some of the leading companies of today–Facebook, Amazon, Netflix, Google–and the fall of some of the leading companies of yesterday–Yahoo!, eBay, and AOL…,” Mahaney writes. “(F]iguring out which companies really are going to be dominant franchises is an extremely hard thing to do. But those who accomplished this were arguably able to generate some of the best portfolio returns in the stock market over the past generation.”Nothing But Net provides powerful advice for the next two decades?lessons you can start applying today and use for years to come.