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Thursday, November 21, 2013

Philippe Laffont of Coatue Management talking about Internet Valuations

Philippe Laffont of Coatue was on CNBC today talking about tech stocks.  He does not think they are in a bubble.  There arent that many mega-cap internet companies despite the fact that the space is huge.  There is only 7 large internet companies (Alibaba will be the 8th).  There are few companies and its winner take all.

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