Growth stocks

Tim Ferriss has insightful discussions regarding growth stocks in various episodes:

1. In an episode with Kevin Rose, they touch on the diversification strategies that can be applied to growth stocks and other investments. Kevin suggests not putting all your resources into one asset class, including growth stocks, and diversifying into traditional assets like stocks and bonds to mitigate risks. This approach helps in maintaining a balanced portfolio that's less susceptible to severe dips 1.

2. Howard Marks shares a historical perspective on growth stock investing in the "Nifty 50" era. He explains how even investing in the top companies can lead to substantial losses if the stocks are bought at inflated prices. This lesson underscores the importance of evaluating a stock's price in relation to its growth potential 2.

These insights emphasize the importance of diversification and price evaluation in growth stock investing.