This podcast is a discussion between Matt Cochrane & I about the book, Nothing But Net: 10 Timeless Stock Picking Lessons from one of Wall Street’s Top Tech Analysts by Mark Mahaney.
Mark Mahaney was an early analyst of internet companies in the late ‘90s and has continued to invest in these companies over the decades.
The book is interesting because it’s a real world account of a growth investor who endured both the internet bubble & financial crisis and has still put together a strong track record.
The book is structured into 10 individual lessons for tech oriented growth investors, which Matt & I go through on this podcast, one by one.
Links:
Nothing But Net: 10 Timeless Stock Picking Lessons from one of Wall Street’s Top Tech Analysts: https://www.amazon.com/Nothing-But-Net-Timeless-Stock-Picking-ebook/dp/B09889SCSY/
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