Investor, founder of Coatue Management, from seed to public, lifecycle investing, 7 year predictions. Anything outdoors. No investment advice. Views are my own.

Joined June 2009
Photos and videos
I bet these dots cross again!
25 Nov 2025
Markets repriced fast!
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Should AI models be allowed to be open sourced?
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🐳 šŸ”± ....
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1/ How do you build long term performance? Ā Warren buffet is 90. Half of his net worth was accumulated in the first 60 years and another half in the last 10. So stay healthy because the last 10 years matter! But what are the super long term skills every investor needs to master?
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10/ I used to think it was all stock picking. Truth is, risk mgt is half the battle. Portfolio mgt is like poker, you don’t always get perfect cards and you need to manage your stack. My risk mgt is broken down between rules I never break and principles that reinforce good habits
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PS/ Meanwhile here are my two favorite books about growth investing. The first is obvious. The second one is a total gem and maybe my favorite investing book of all time.Ā  Ā  Mindset by C. Dweck Engines that move markets by A. Nairn
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To be a good public investor, you don’t need to be a genius or own a crystal ball but you do have to make a few big calls.
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9/ Public investors are not always as imaginative as private investors. But they dispose of a large library of good and business models and can quickly zero in on the key metrics that matter. Not all growth is created equal and not every projection is to be accepted.
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10/ What has worked for me is focusing on TAM (market size), earnings, growth and the corresponding P/E multiple 5-7 years out. That means I’m a very mediocre macro and cyclical investor though I need to be reminded of that more than I care to admit.
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