Insights from Coatue's Growth Investor Lucas Swisher

I think price does matter but I think it matters least. Margin matters but early it can be a misleading indicator. Data is a prerequisite. It is not the answer. Now I am bored. I am bored of recycled guests interviews that have been done over and over again. Today's guest is rarely ever on a podcast. Lucas Swisser. He co-leads the growth fund at CO2 and they've backed some of the best companies of the last few years. >> One of the places where we don't spend time. These pre-revenue companies are really high ...