Update - September 19, 2023

Talking Tech: Mark’s Surprising Advice About Valuation

Everybody loves a bargain… especially when it comes to stocks.

But Wall Street tech veteran Mark Mahaney takes an unconventional approach when looking at a stock’s valuation.

In fact, it’s a topic he’s quite passionate about. He devoted a good portion of his bestselling book Nothing But Net to the subject.

In our latest video, I asked Mark what investors should keep in mind about valuations. According to the Buffett Indicator – which measures the total stock market capitalization against U.S. GDP – the market as a whole has been trading at a high multiple. And the tech sector tends to be more expensive than the rest of the market.

What Mark says in this month’s video will surprise you… and it underscores why he’s the longest-running – and most sought-after – tech analyst on Wall Street.

And you’re getting his valuable insights for free right here in Manward Letter.

Check out our conversation at this link – or click on the image below.

Note Have a question for Mark? Send it to mailbag@manwardpress.com, and we’ll feature it in an upcoming video.