Lumida Wealth : Non-Consensus Invest Beyond the Ordinary Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
Sep 8, 2024
Mark Mahaney, Senior Managing Director at Evercore ISI and a tech investment expert, shares his insights on identifying high-quality tech companies poised for significant growth. He emphasizes the importance of revenue growth and profitability while discussing Amazon and Netflix's market strategies. Mahaney analyzes Meta's strong positioning in contrast to Google and the rising opportunities in generative AI. Additionally, he explores the competitive landscape of the food delivery market, focusing on DoorDash's strategic edge. This engaging conversation dives deep into the future of tech investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Investing in Tech: Strategies for Success
01:54 • 8min
Evaluating the Transition to Profitability in Tech
09:59 • 4min
Evaluating Stock Performance: The Amazon and Netflix Case
13:33 • 12min
Valuation Insights on Meta and Google
25:42 • 15min
Exploring Tech Investment Opportunities and the Impact of Generative AI
40:33 • 4min
Navigating the Delivery Market: Dash's Strategy and Insights
44:47 • 8min