“Required Reading for the Next Generation of Investors.”
-Scott Galloway
Powerful lessons you can start applying today
and use for years to come.
Mark Mahaney has been analyzing, modeling, and writing about Tech stocks for almost 25 years. The oldest and longest-lasting Internet analyst on Wall Street, Mahaney began understanding the potential of Amazon when the rest of us saw it as an online bookstore. He knew the power of Google when it seemed like little more than a cooler version of AOL. And when we were dropping DVDs in the mailbox, Mahaney saw the future of Netflix as a streaming pioneer.
Now, in
Nothing But Net, the renowned analyst shares the stock-picking lessons from both his best money-making stock calls and his biggest mistakes. He walks you through the history of the commercial Internet, including the Dot Com Boom and the Dot Com Bust, describes which companies succeeded spectacularly and which failed miserably—and why—explains what drives stock prices—especially for high-growth Tech stocks, and provides ten hard-earned lessons for building a powerful Tech stock portfolio, including:
- Don’t Play Quarters: Stay focused on the long term and ignore short-term stock price fluctuations.
- Revenue Matters More than Anything: Look for consistent 20%+ revenue growth as one fundamental tell of a high-quality high-growth Tech stock…the 20% Revenue Growth “Rule.”
- It Don’t Mean a Thing, If It Ain’t Got that Product Swing: Impactful product innovation is the safest bet; if you don’t see it, don’t invest.
- TAMS—the Bigger, the Better: The bigger the Total Addressable Market, the greater the opportunity for premium revenue growth. Look for companies that have the potential to “pull a Google” – generate premium revenue growth from scale.
- Follow the Value Prop, Not the Money:
Simple fact borne out by the history of Internet stocks—over the long term, customer-centric companies and stocks beat investor-centric companies and stocks.
- Valuation Is in the Eye of the Tech Stockholder: The overriding valuation question with Tech stocks should always be—does the current valuation look reasonable? And even companies with no earnings may be reasonably valued IF they can pass four logic test questions.
Follow the practical advice outlined in
Nothing But Net,
and you’ll learn to invest successfully in tech stocks.
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Nothing But Net
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"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
“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 a Co-Founder of TheStreet.com
About Mark
Legendary analyst Mark Mahaney has been covering internet stocks on Wall Street since 1998, with Morgan Stanley, American Technology Research, Citibank, RBC Capital Markets, and now 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.
“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
“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 and 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
"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
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