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 financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

This episode is with a returning guest to the podcast - Tobias Carlisle.

We talk about his new book, “Soldier of Fortune: Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking”

The book takes a close look at Sun Tzu’s philosophy and then applies it to the deal making of Warren Buffett. The book focuses on Warren Buffett’s deals since Coke. I like this because the focus of Buffett books is often prior to this, but this focuses on “recent” deals.

Links

* Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking https://www.amazon.com/Soldier-Fortune-Buffett-Ancient-Risk-Taking-ebook/dp/B0FT516BDW

* My last conversation with Tobias, with links to the other episodes as well:

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 financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.

In this podcast, Matt Cochrane & I discuss “The Outsiders: Eight Unconventional CEOs” and their radically rational blueprint for success by William Thorndike Jr.

The book was written in 2012 and breaks down 8 amazing CEO’s. The CEO’s discussed are: Henry Singelton, Warren Buffett, Tom Murphy, John Malone, Dick Smith, Bill Anders, and Bill Stiriz, and Katharine Graham.

I had never read this book, but Matt did. I’m glad he suggested it because I really enjoyed it.

Links

The Outsiders: Eight Unconventional CEOs: https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672

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 financial situation of any particular person or institution.

Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.