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)
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I know someone posted the maverick info earlier which was v interesting
was it this
https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files…
On a similar line, CSIMA also interviewed Alex Captain (Cat Rock) who worked for Chase Coleman: https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files…
Dris Upitis, former Viking PM on Twitter
Tom Purcell, former Viking CIO and founder of Alua Capital https://finpolicy.georgetown.edu/announcements/leaders-in-global-financ…
Dan Rose, Chairman of Coatue Ventures on Twitter
Found a great doc outlining Vikings investment process
https://www.google.com/url?sa=t&source=web&rct=j&url=https://s3.amazona…
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
genuine question, why is everyone so obsessed with Tiger Cubs?
It’s a fun mysterious group of lucrative jobs for college kids to fantasize about, among other things.
1) Stellar track record over many years
2) LT fundamental approach with in depth DD process
3) I would assume they have some training / way of investing given there's multiple cubs/grand cubs showing they produce the best L/S investors.
This comment has NOT aged well lmfao
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’.
Helps with fund raising too, should one decides to strike out on their own from a seat at a Tiger Cub. In the HF land today, that's the only brand that can still convince LPs to cut you big checks.
Has Paul Enright deleted Twitter? Can't seem to find it
@pmje73
it says account no longer exists weird
Video of the founder of Lone Pine:
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
A slide from Coatue:
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