Cover image for The big tech score : a top Wall Street analyst reveals ten secrets to investing success
Title:
The big tech score : a top Wall Street analyst reveals ten secrets to investing success
Author:
Kwatinetz, Michael.
Personal Author:
Publication Information:
New York : Wiley, [2001]

©2001
Physical Description:
xviii, 234 pages : illustrations ; 24 cm
General Note:
Includes index.
Language:
English
ISBN:
9780471395928
Format :
Book

Available:*

Library
Call Number
Material Type
Home Location
Status
Central Library HG4521 .K83 2001 Adult Non-Fiction Central Closed Stacks
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Summary

Summary

Insights for today's hot stocks, and winning strategies for tomorrow's, from Wall Street's #1 Tech Analyst
This is not your grandpa's Wall Street. Stocks are more volatile now than ever. Even with all their potential for meteoric success, high tech investments are synonymous with high risk. This entertaining primer, by one of the leading tech analysts on Wall Street, offers a practical step-by-step guide for identifying tomorrow's hot stocks today.
Why do certain technology companies succeed while others falter and disappear? Which businesses will rule the post-PC era? Kwatinetz discusses what's coming down the pike in the next few years and who the key players will be.
He shows how to filter out the noise, and come up with an independent assessment of how much a stock is worth, and reveals ten rules of thumb that will help investors build a powerful portfolio.


Author Notes

MIKE KWATINETZ is a founding partner of Azure Capital Partners, an investment advisory firm focused on technology. He was formerly the global head of Credit Suisse First Boston's Equity Technology Research Group. Kwatinetz has been named #1 PC Hardware Analyst by the Wall Street Journal and by Institutional Investor for four of the past five years and #2 Software Analyst for the past two years.
DANIELLE KWATINETZ WOOD is a freelance writer and author of The Uncollege Alternative.


Table of Contents

Scott W. Schoelzel
Forewordp. IX
Prefacep. XIII
Acknowledgmentsp. XVII
Chapter 1 The Big Tech Score Theory of Investingp. 1
A Few Key Points
Why You Can Beat the Pros
Why This Book?
Playing the Stock Market
Summing Up
Chapter 2 Concentrate Your Investments on a Handful of Companiesp. 13
Creating Investment Pools
Scared Money Rarely Wins
Timing Is Everything
Summing Up
Chapter 3 Buy Low, Sell Highp. 23
Feeding the Frenzy
Getting Specific
In and Out?
The Long-Term Portfolio
Summing Up
Chapter 4 Don't Invest Blindlyp. 35
The Seven Deadly Sins
Summing Up
Interview with Thomas G. Kamp, Alliance Capital
Chapter 5 Invest in Great Managementp. 45
What to Look For
Hail the Founder
Help Wanted
Observing a Company in Hot Water
Hiring the Best People, Period
Summing Up
Interview with Mark Kingdon, Kingdon Capital Management
Chapter 6 Look for Companies with a Competitive Advantagep. 67
The Virtual Enterprise
The Economic Advantage
A Product That Can't Be Replicated
The Unbeatable Brand
Almost, but Not Quite
Summing Up
Interview with Larry Solomon, Capital Group
Chapter 7 Love Companies Customers Lovep. 87
Providing Better Service
Creating an Elite Product
Delivering More Value
Putting It Together
Summing Up
Interview with Fred Kobrick, Kobrick Capital Fund
Chapter 8 Look for Long-Term Thinkersp. 105
Prime Examples of Short-Term Thinking
Going Long
Prime Examples of Long-Term Thinking
Summing Up
Interview with Roger McNamee, Integral Capital Partners
Chapter 9 Always Look Forward, Not Backwardp. 117
Betting on the Old-Timers
Betting on the New Wunderkind
The Do-It-Yourself Mentality
Summing Up
Chapter 10 Pick Only High-Growth Companiesp. 137
What Spurs Growth?
The Stockholder Screen Test
Growth Is Hard to Maintain
Summing Up
Chapter 11 The Best Stocks Are Cheaper Than You Thinkp. 151
The Game
Applying Guidance Bias to Valuation
A Word of Warning
Summing Up
Chapter 12 Mike and Danielle's Portfoliosp. 171
Mike's Portfolio
The Unknown Portion of the Portfolio
Summing Up
Chapter 13 The New Technology Erap. 183
A High-Tech Primer
Linux
Solid, if Not Sexy
Summing Up
Chapter 14 The Fourth Wave of the Webp. 203
History Lesson
The Fourth Wave and You
The Future of the Fourth Wave
Place Your Bets
Summing Up
Epiloguep. 221
Indexp. 223

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