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