Security Analysis (Value Stock Geek)

Nothing But Net

The Security Analysis Podcast’s Feb 14, 2026 episode reviews Mark Mahaney’s book *Nothing But Net*, which distills ten timeless stock‑picking lessons from a veteran tech analyst. Mahaney, an early internet‑era analyst, survived both the dot‑com bubble and the 2008 financial crisis while maintaining strong performance. The hosts walk through each lesson, linking Mahaney’s historical insights to today’s growth‑focused tech investing. Listeners gain a practical framework for evaluating high‑growth companies without relying on hype.