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.
0 有用 A m o r f 2022-06-25 16:35:13
美国传奇互联网分析师,曾经和互联网女皇Mary Meeker搭档,总结和分享了近25年来对互联网成长股分析投资的经验教训,对投资人来说应该是必读的一本书籍。
0 有用 辰丁 2022-07-16 12:01:28
算是一个互联网股票的长期回顾,但视角还是卖方视角,比如书中讲Groupon为什么不行,给出的理由不痛不痒,而段永平就一针见血(商业模式问题,Groupon的模式仅对新开餐厅推广有意义,这个不可持续),实际上国内的学徒美团很快就走出团购模式走进外卖加广告的模式。就FB/NFLX/GOOGL的论述不太关注商业模式和企业文化,所以只翻看了前几章。
0 有用 不要留名字好了 2024-06-08 21:21:29 北京
讲的有点浅
0 有用 Lorraine 2024-05-21 21:52:30 广东
天下文化版