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Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
Description
Timestamps:
(00:00) Introduction
(01:07) Guest Introduction: Mark Mahaney
(02:14) Mark Mahaney's Investment Framework
(03:55) The Importance of Revenue Growth
(05:28) Identifying High-Quality Companies
(08:01) Challenges and Opportunities in Tech Investments
(10:33) Evaluating Profitability and Business Models
(14:10) Amazon's Market Dynamics
(19:05) Netflix's Growth Strategies
(25:42) Meta's Market Position
(26:27) Amazon's Growth and AWS Competition
(27:33) Meta's Valuation and Overhangs
(31:00) Uber's Future with Driverless Cars
(35:04) Google's Challenges and Opportunities
(41:14) Investment Opportunities and Market Concerns
(45:06) DoorDash's Market Position
(47:31) Staying Grounded in Investment Decisions
(51:44) Conclusion and Final Thoughts
Media Disclosures from Evercore
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