The Security Analysis Podcast
Nothing But Net
Feb 14, 20261h 4mS0
<p>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. </p><p>Mark Mahaney was an early analyst of internet companies in the late ‘90s and has continued to invest in these companies over the decades.</p><p>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. </p><p>The book is structured into 10 individual lesson...
