The Ledger
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Ehrenberg: Tiger Global and Coatue face horrific portfolio markdowns ahead
“You know, their mark to market now, the next couple of years is going to be horrific. They're going to see huge markdowns on a huge swath of their companies, a bunch of stuff that they had counted on to go public isn't going to go public.”
Ferriss: VCs and crossover funds bloated seed valuations and ruined angel terms
“Then around 2015, a lot of the VCs started coming downstream. Or upstream, as it were, choose your metaphor. And they were hunting in the same ponds that the angels were. And before you know it, then you have like Tiger Global and all sorts of other folks who …”
Mohnot: Tiger Global will raise much smaller funds moving forward
“And I think, so I think they're doing a really good job now, and I think I think it's gonna be a much smaller fund, and like you said, it's gonna be a ton of their own GP money, but I'm excited about them. I think they're good actors.”
Quist: Tiger Global will retrench and deploy less private capital annually
“I think they retrench probably at slightly smaller scale on the private side, the public book. I don't know. There aren't a lot of firm, not a lot of public books that have recovered from being down that far. But they're kind of an unprecedented institution in…”
Lemkin: Tiger Global made only 9 deals in 2024 versus over 100 in 2021
“They did raise a prior fund about 2.2 billion, right? In 23. They only did nine deals this year versus a hundred and some odd in 2021.”
Hans Tung: Tiger Global subsidizes private equity diligence with public fund profits
“The model to look at will end up being something what Tiger Global is building, because it's multi-stage, And it is a public fund that if you do that well, the profits of that can help to subsidize growth of their private equity business, and they can afford t…”
Hommels: Lee Fixel Led Tiger Global's Top Emerging Market Deals in His Twenties
“So, when he was at Tiger, so he was in MercadoLibre, he was in Yandex, he was in Flipkart, and it basically, it was A one man show on the plane, starting there was 28, 29.”