Overall Great Observations, but Some Flaws

I think Mark Mahaney is bang on with his views on the key drivers behind successful growth stocks and does a great job of presenting these views and providing supporting evidence and examples. He does a fantastic job of distilling his 20 years of learnings down to some straightforward key principles. It does feel a bit off to me that he chose to write this book when he did given how distorted the 'covid market' was for roughly 14 months; this market has since been in the process of correcting and continues to correct as I write this, and many of the names that Mark touted as support for his investing philosophy are well off their highs. But two things offset this: a) he addresses this directly in the last chapter, knowing full well that he wrote the book at what was likely a mid-term market peak and b) this doesn't change the fact that he's got great investing experience that leads to some very sound insights and principles for anyone interested in growth investing. I really enjoyed the book and expect that I will relisten to it multiple times.

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