Legendary Tech Analyst Mark SF Mahaney Gives Us Tips!

Open Windows Investing by TPFG

Julie Mochan talks with legendary internet/tech analyst and author of the book Nothing But Net - Mark S.F. Mahaney of Evercore ISI. Hear how Mark got his top notch status learning from the best in the early years of the internet's existence, plus:

• Is the Sky Falling?
• There Will be Blood
• Founder Led Companies Make a Difference
• The Hunt for Dislocated High Quality Companies (DHQs)
• Expert Consumers Rely on Gut Instinct
• How Much Company Revenue Growth vs GDP
• Growth Curve Initiatives (GCIs)
• What to Do When You Get it Wrong
• Twitter and more!

Since 1984, The Pacific Financial Group, Inc. (TPFG) has built a rich tradition of serving financial advisors and investors with best-in-class investment solutions and unrivalled customer service. The firm was founded on the single premise that everyone, regardless of their account size, should have access to high quality investment opportunities and independent expert advice. Today, we are a Founder Led dynamic Wealth-Tech firm that blends over three decades of traditional asset management experience with leading-edge financial technology know-how, to provide products and services that empower financial freedom for advisors and their clients. TPFG and Evercore ISI have no affiliation.
Want to hear something on the podcast? Make it Happen - Contact Julie Mochan today.
Original🎵 by Ma’aM

Important Disclosure: This podcast recording has been prepared and made available by The Pacific Financial Group, Inc., also known as TPFG, a Registered Investment Adviser (RIA) offering advisory services. Information in this podcast is to be used for informational purposes only. The information contained herein, including any expressions of opinion has been obtained from, or is based on sources believed to be reliable, but its accuracy or completeness is not guaranteed and is subject to change without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. Any expressions or opinions reflect the views of the speakers and are not necessarily those of TPFG or its affiliates. TPFG does not provide tax or legal advice. Investors should consult their financial, tax or legal professionals before investing. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

Chương

1. Legendary Tech Analyst Mark SF Mahaney Gives Us Tips! (00:00:00)

2. Who is Mark Mahaney? (00:01:35)

3. What does TPFG do? (00:03:40)

4. Introducing Mark (00:05:53)

5. What is "Nothing But Net"? (00:07:19)

6. How Did Mark Get Here? (00:07:45)

7. Is The Sky Falling? (00:10:50)

8. There will be blood (00:12:11)

9. Founder Led Companies = Success (00:13:18)

10. What to Look for in a Company (00:14:57)

11. Something In the Water in Seattle (00:16:26)

12. Hunt for DHQs (00:16:46)

13. Four Things To Look For that = High Quality Companies (00:18:06)

14. Going With Your Gut as an Expert Consumer (00:19:01)

15. The Financial Tell of A Good Company (00:20:36)

16. Growth Curve Initiatives (GCIs) (00:22:14)

17. The Impact of Regulations (00:23:55)

18. How to Deal with Being Wrong (00:25:17)

19. Twitter (00:26:50)

20. The Stock Market Isn't Making Mistakes (00:29:10)

21. Be A Learning Animal (00:30:16)

22. Nothing But Net - and close (00:31:03)