RT @MollySOShea: BREAKING: Inside Coatue (@coatuemgmt) How the $70B Asset Manager Trades & Invests in Tech Privates (OpenAI) → Publics (META, GOOG) Meme Stocks (GME, $OPEN) → Durable Compounders Winners vs. Losers in AI With new releases like their Fantastic 40 & Public Markets Update, Sector Head, Michael Barton & I go deep into their evolving investment strategies + the impact of AI & retail on public markets Coatue’s $70B multi-strategy platform spreads across public equities, privates, credit, & a new retail fund called CTEK Highlights (00:00) Introduction to Michael Barton & Coatue (01:21) Early investing experiences & lessons learned from Melvin Capital (02:50) Gamestop, Reddit & how retail “meme stocks” changed the public markets (04:20) New data sources: Reddit, X, WallStre
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