The Generalist

Coatue: An Agile Colossus

Feb 15, 2022

01:01:30

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Highlights

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Episode notes

Investing in a Venture Capital Firm

02:30

Kot's Intensity Is Not Enough

02:33

Kotu's Culture of Experimentation

03:51

Introduction

3min

Kotu Scale - The Firm's Secret Weapon

5min

Investing in a Bullish Era

2min

Coto Management - Part Two

3min

Kote's First Three Years of Investing

3min

Cote's First Private Market Fund

2min

Koto's X Two Kotu Deal With Snaps Series B

2min

Kotu's Emergence in the Private Markets

3min

Kotu's Emerging Emerging Leaders

2min

10.

Kotu's Expansion in the Private Sector

3min

11.

Kotu Investments - Part 3 Operations and Structure

2min

12.

Cotu's Hierarchy

3min

13.

Kotu - A Review of the Firm's Playbook

3min

14.

Koto Is a v Cs, but It's a Bit Different.

3min

15.

Koto's Most Distinctive Advantage Is Mosaic

2min

16.

Cotus Klout - A Portfolio Company That Moves Quickly

4min

17.

Kotu's Culture

3min

18.

Philipp Is a Good Poker Player in the Market

2min

19.

Koto's Best Stock Picker

3min

20.

Kot's Intensity Is Not Enough

3min

21.

Investing in a Venture Capital Firm

2min

22.

Kotu's Culture of Experimentation

4min

The megafund might look like Tiger Global, but it's operating a very different playbook. Coatue’s performance has been built around strong in-house research, astute data analysis, and a stellar network. Its greatest weakness may be its own culture.

To find the original piece, published February 13, 2022, follow this link.

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