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

Preface: The Oldest and Longest-Lasting
Internet Analyst on the Street 
Introduction: The Big Long 

10 LESSONS
LESSON 1 There Will Be Blood . . . When You
Pick Bad Stocks 
LESSON 2 There Will Be Blood . . . Even When
You Pick the Best Stocks 
LESSON 3 Don’t Play Quarters 
LESSON 4 Revenue Matters More Than Anything 
LESSON 5 It Don’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 M Is for Management 
LESSON 9 Valuation Is in the Eye of the Tech Stockholder 
LESSON 10 Hunt for DHQs—Dislocated
High-Quality Stocks 
The 10-Lesson Lineup 

Extra Credit 
Acknowledgments 
Index 

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.