TMT Investing Tips from Philippe Laffont

Before the proliferation of podcasts, hedge funds operated under a veil of secrecy.

However, Coatue Management's insights into technology, media, and telecommunications (TMT) investing have been accessible for a long time thanks to Philippe Laffont and Chief Marketing Officer David Scully's teaching roles at MIT, Philippe’s alma mater.

The key revelation from Coatue's TMT investing approach contrasts strongly with traditional value investing, attributable to the unique dynamics of the technology industry.

Although I do not have granular insights into how all Tiger Cub hedge funds invest, given they are all from the same lineage, the following philosophies, aside from each founder’s sector expertise, should apply to all Tiger lineage hedge funds to a certain extent.