
Nothing but Net
10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts
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Narrated by:
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Mike Lenz
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By:
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Mark Mahaney
About this listen
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
Nothing but Net provides powerful advice for the next two decades - lessons you can start applying today and use for years to come.
©2022 Mark S. F. Mahaney (P)2021 McGraw Hill-Ascent AudioListeners also enjoyed...
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What listeners say about Nothing but Net
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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- Michael Mann
- 11-22-21
Amazing investing book covering tech companies
If you’re looking for a modernized follow-up book to One Up on Wall Street, by Peter Lynch, then this is it! Nothing But Net discusses in rare (and entertaining) detail Mark Mahaney’s expansive career covering technology and internet public companies since the 1990s. Mark is clearly one of the best analysts of our time who also happens to have dedicated his career to studying one of the best sectors of our time, perhaps all-time. Importantly he covers personal key lessons learned on what made amazing companies continue to grow in success and market cap for years and in some cases decades. Mark has covered some of the most defining companies of our time and tells it all, providing sharp detail why so many of his calls succeeded over time, and importantly why some didn’t. As Mark describes success and in some cases enormous success is comprised of many things from leadership, vision, innovation, customer focus and just plain luck. Mark discusses these lessons and then relates these qualities to direct impacts on company financials and long-term trajectories. His career is filled with so many interesting lessons that he’s learned through opportunities to speak with the best leadership teams in business (think Bezos to Hastings) and personally witnessing these companies grow or fumble during his meticulous coverage of the companies. Nothing was or is a straight line, so Mark’s interpretation of what was “really” happening is enormously helpful in providing a compass for possible future outcomes. I wasn’t expecting Mark to take the time to write this book with so much insight and feel grateful for the opportunity to read it – without a doubt I’m mentally richer, as will anyone be that wishes to find and invest in the best companies over the long-term. I think everyone aspiring to invest and learn from the financial Greats should have a copy of One Up on Wall Street and then put this book right next to it, a gem!
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- James Lee
- 01-09-22
Useful stock book but extremely dry and repetitive
The author is clearly knowledgeable about top tech stocks and has useful information however the book is extremely dry and repetitive. A lot of going over figures and charts (although the audio did not come with any pdf or charts?). A lot of the points the author made about Amazon, Netflix, Facebook, and Google seemed rehashed. Is it really that difficult to understand why these companies are considered high-quality? It seems this book was 2-4 hours longer than it should have been.
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