COATUE East Meet West Deck
102 Pages on Public Markets every investor should read
My highlights 🧵
1/ Tech Trends - higher returns & volatility
2/ Change in Stock Leadership - hard to stay on top
...
10/ The AI Flywheel
11/ Long the $USA
1/ Tech Trends - higher returns but more volatility and drawdowns
2/ Change in Stock Leadership - hard to stay on top
3/ What happens to the dropouts?
4/ Are Mag 7 slowing down?
5/ BTC, the new risk / reward opportunity
6/ Hyperscaler Capex and Chat GPT Breakout
7/ AI starting to show its effects on spend and search
8/ Elevated valuations
9/ Studying drawdowns
10/ The AI Flywheel
11/ Long the $USA
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