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

Mahaney, Mark

Hardcover

ISBN 10: 1264274963 ISBN 13: 9781264274963

Publisher: McGraw Hill, 2021

Synopsis

Find the winners, avoid the losers, and build a solid Tech portfolio for the long run―with proven methods from legendary analyst Mark Mahaney

The 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 investors
• How to invest―not trade―in the great growth opportunities that lie ahead
• How 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.

About this title

About the Author

Mark Mahaney is an analyst who has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, Citibank, RBC Capital Markets, and Evercore ISI. In addition to being ranked one of the top internet analysts by Institutional Investor magazine for the last 15 years, he’s been named the top earnings estimator and top stock picker in the Internet Retail segment by the Financial Times and StarMine. TipRanks has put him in the top one percent of all Wall Street analysts in terms of one-year stock picking performance. 

From the Back Cover

“People always ask me what investment books can help them understand how to value technology stocks. I gave up suggesting them a long time ago; nobody knew enough or had enough history with the most important sector in the market. And then along comes Mark Mahaney with Nothing But Net. The problem’s solved; I have the answer. Read this book. It’s the most comprehensive, self-deprecating, and insightful book I have come across that explains how tech stocks really work: which ones go up, which ones go down, from the only person who has opined for the entire era. I thought I knew these stocks cold; I learned a ton. You will too.”
—Jim Cramer, Host of Mad Money and Co-Founder of TheStreet.com 

Timeless insights into stocks, management, and what makes a company worth investing in. Required reading for the next generation of investors.
—Scott Galloway, Professor of Marketing at NYU Stern School of Business, co-host of the Pivot podcast, and author of The Four

“Mark's book will help all investors — from novice individual investors to seasoned institutional investors — gather the confidence to invest in the future today. Nothing But Net offers important investment lessons that I have not forgotten and, thanks to his analysis, will never forget.”
—Cathie Wood, Founder, CEO & CIO of Ark Invest

“Mark has been one of the sharpest, smartest and most reliable analysts on my show for the last 10 years. He takes it to the next level in Nothing But Net a remarkably personal, witty, engaging, yet informative read. You’ll laugh and learn, not just about picking tech stocks, but also the meteoric rise of the world’s most dynamic and valuable companies, and where they’re going next.”
— Emily Chang, Host and Executive Producer of Bloomberg Technology, author of Brotopia

“This fun, informative book is Peter Lynch meets Michael Lewis. I’ve long known that Mark Mahaney is a top player, thinker, analyst, investor, and human being, and now I’ve learned, he’s also an amazing writer. His 10 Lessons About Tech Investing are really insightful and useful. Read this book.”
—Ed Hyman, Chairman of Evercore ISI and the #1 Ranked Analyst for Economics for 40 years by Institutional Investor

Wall Street analyst Mark Mahaney has been watching internet stocks rise, fall and confound investors since the start of the Web era. In this personable, compelling book, Mahaney reflects on both the hits and misses from his storied career while dishing out critical tips on how to appraise tech companies, when to invest, and how to stay sane through it all.
—Brad Stone, author of The Everything Store and Amazon Unbound

Edition details

• Publisher: McGraw Hill
• Publication date: 2021
• Language: English
• ISBN 10: 1264274963
• ISBN 13: 9781264274963
• Binding: Hardcover
• Number of pages: 352