Nothing But Net

Nothing But Net

From The Security Analysis Podcast by Value Stock Geek

February 14, 2026 · 1h 4m

About this episode

The episode discusses the book 'Nothing But Net' and its lessons for tech-oriented growth investors.

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/ Disclaimer Nothing on this substack is investment advice. The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or…

People in this episode

Host: Matt Cochrane

Topics covered

  • stock picking
  • growth investing
  • internet companies
  • financial crisis
  • investment lessons

Keywords

  • stock picking
  • Mark Mahaney
  • investment advice
  • tech analysts
  • financial crisis

Mentioned in this episode

Books & works: Nothing But Net: 10 Timeless Stock Picking Lessons from one of Wall Street’s Top Tech Analysts

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