Xerxes Posted March 14 Share Posted March 14 I just finished reading this book. It covers the internet sector and I think provides a good framework to aleast help investors not to brush off high valuation out of hands. Somestimes it makes sense and is warranted. The author talks a lot on CNBC and Bloomberg and i have watched (and liked) his interviews in the past. Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts: Mahaney, Mark: 9781264274963: Books - Amazon.ca Link to comment Share on other sites More sharing options...
n.r98 Posted March 15 Share Posted March 15 Read it too. Would give it a 7 probably, a good counterweight if you historically read more "value-type" books. Many good case studies on various failed tech darlings. The share price examples were unfortunate though, $SFIX, $ZG.. they were all artifactual but then again, doesn't take away the overall premise. Large addressable market allows sustained high growth, management is important, strong revenue growth is important, ensure strong customer obsession, history of innovation will prevent intertia, buy when dislocated. Link to comment Share on other sites More sharing options...
Sinbius Posted June 11 Share Posted June 11 I have read it but I didn't find it useful...I expected some insight into some business models...almost nothing... Link to comment Share on other sites More sharing options...
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