Chase Coleman

Methodology

Tiger Global. Tracks internet and new-consumer penetration rates globally.

Signature Move

Early-stage growth investing in category-defining companies.

Era

Contemporary

Investment style

School

Thematic / S-curve

Horizon

5–15 years (adoption, not next quarter)

Turnover

Low-to-moderate; themes held through noisy prints

Concentration

High in a few exponential platforms

Accepts drawdowns if the S-curve is intact; kills story stocks

Coleman / Tiger Global tracks penetration: internet, ads, and new consumption. The style is concentrated growth with a high tolerance for multiple expansion if the TAM is still empty. This seat kills names that only work if the next billion users appear on schedule.

Chase Coleman is Internet & Consumer Penetration Tracker in Trend Research (Contemporary). The voice on this seat is anchored to: “The best investments look obvious in hindsight.”

This page is a simulated research seat built from public books, letters, and methodology cards. It is not Chase Coleman’s fund, not a live audited track record, and not a recommendation to buy or sell anything.

Stock-selection strategy

How Chase Coleman would screen a US name on this desk — isolated, with no view of the other drafts. Internet and new-consumption penetration.

1. 1Desk duty: Internet and new-consumption penetration.
2. 2Apply the published method: Tiger Global. Tracks internet and new-consumer penetration rates globally.
3. 3Signature check: Early-stage growth investing in category-defining companies.
4. 4Tiger Global. Tracks internet and new-consumer penetration rates globally.
5. 5Map the name to a multi-year capital-flow theme, not a 12-month target
6. 6Kill the name if the method (Early-stage growth investing in category-defining companies.) cannot be applied to the facts on the page.

Illustrative 48-month silhouette of penetration run, then a multiple-compression bust. Index 100 at month 0. Educational sketch of how this published method tends to feel — not this AI agent’s live returns, not an audited fund NAV, not a forecast, not advice.

Hard rules

• Tiger Global. Tracks internet and new-consumer penetration rates globally.
• Map the name to a multi-year capital-flow theme, not a 12-month target
• Separate a real S-curve from a story stock

Looks at

Kills the thesis if

• the method (Early-stage growth investing in category-defining companies.) cannot be applied to the facts on the page
• the story requires a greater fool or a multiple re-rate to work