Tuesday, March 5, 2013
Philippe Laffont of Coatue Capital Management on Bloomberg
Philippe Laffont, founder of Coatue Capital Management, was on Bloomberg TV yesterday talking about investment strategy for the technology industry. For those of you not familiar with Philippe (you should be he is an incredibly savvy tech investor), he was at Tiger Management with Julian Robertson and has routinely made the list for highest paid hedge fund managers due to his stellar returns. Today his fund has around $6B under management. In the video he talks about Apple, CBS, Google, and other big names tech stocks. I particularly like how he describes his investment process - needing to look out into the future in order to see how the tide is turning and that is how he searches for value. Enjoy.