Today's conversation was one of my favorites. I have been a long-term follower of Mark Mahaney (@markmahaney on Twitter).

He's been covering tech and Internet stocks for 30+ years and has seen every cycle - good and bad. In periods like today, that's enormously valuable to investors.  We talked about his recent book release "Nothing But Net", my new favorite. 

Available on Amazon: https://www.amazon.com/Nothing-But-Net-Timeless-Stock-Picking/dp/1264274963/ref=sr_1_1?crid=4TEJ7ROO1TVZ&keywords=nothing+but+net&qid=1653077374&sprefix=nothing+but+net%2Caps%2C141&sr=8-1

We talked about a key tenet in his book:

Focus most of your time on finding the highest quality companies operating in large TAM's, with relentless product innovation, a compelling customer value proposition, and great visionary management teams.  If you can buy these great companies, aka Brands, during periods of dislocations and off 30%+, even better, you buy them. Being able to buy a great business trading off 30%+ and trading at less than 2x their growth rate is a great LT opportunity.

We covered Amazon, Google, FB-Meta, Apple, Uber, Booking, AirBnb, and tech investing in general.

Great insights from a very smart and humble guy! 

I hope you enjoy the conversation!

For more information about the Dynamic Brands equity strategy, https://www.globalbrandsmatter.com/dynamic-portfolio