Tiger Cub Investing

Hey guys,

Does anyone know good books, podcasts, videos and twitter accounts of Tiger Cub/Grandcub investors? Would love to learn more about how they think and invest.

The below is what I've found:

Book: Julian Robertson Tiger in Land of Bulls and Bears

Podcasts: Invest like the Best (Paul Enright, Stephen Mandel)

Twitter: Phillip Laffont, Paul Enright 

Video: Daniel Sundheim at Sohn (+ his OCA write up at VIC)

 

Think that's pretty interesting for anyone going into growth forsure, great find. But as expected, it's largely fairly boilerplate and doesn't really reveal anything different than I'd expect from a comparable fund such as Viking's venture group or someone like TCV

 

It’s a fun mysterious group of lucrative jobs for college kids to fantasize about, among other things.

 

They have large sticky capital, lean teams (AUM/head), invest in what has been the most interesting sectors (tmt/consumer), relatively low turnover, and the strategy has done fine over the decade for investors. All of that translates to high comp and relatively better job stability. There are a few other funds like that too (altimeter etc) but they get diluted because when you think of SM growth/tech funds, you think of the tiger model.

Now of course many college kids don’t give a crap about anything I’ve said above and are just gonna want to work for a tiger cub just cause ‘prestige’.

 

Also does anyone have any info on their investing style? The below is what I've gathered

- investing behind secular growth 

- usually GARP but some tolerate higher / more growthy companies 

- LT and in depth DD process 

- Long tech/secular winners short retail / losers

It feels like lot of Tiger Cubs are growth style just wanted to know how they differ from other SMs like Aravt, Altimeter etc

 

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