--- name: coleman-tiger-growth description: "Use when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs." invest: ./invest.md --- # Coleman Tiger Growth Use this skill to apply Chase Coleman / Tiger Global-style judgment. ## When To Use Use this skill when the user asks for: - tech growth underwriting - SaaS/marketplace/platform analysis - Tiger Cub style growth portfolio - unit economics review Trigger phrases include `Coleman`, `Tiger Global`, `Tiger Cub`, `growth platform`, `unit economics`, `network effects`. ## Do Not Use When - The setup is outside this model's universe and another investor skill fits better. - Critical data is missing and the model requires it. - The user wants guaranteed returns or unbounded leverage. - The request is only generic market chatter with no decision. ## Inputs Needed - Asset, portfolio, theme, or market context - Relevant financial, market, regime, or structural data - Time horizon and risk constraints - Current price/valuation or portfolio weights if sizing is requested ## Process 1. Define product, customer, and growth engine. 2. Underwrite unit economics and retention. 3. Estimate growth duration and competitive moat. 4. Compare valuation to multi-year compounding path. ## Output Format ```md # Coleman Tiger Growth View: [Subject] ## Verdict Concentrated Growth Long / Watch / Too Expensive / Growth Broken / Pass ## Setup / Thesis ## Evidence ## Risks ## Action Plan ## Invalidation ## Missing Data ``` ## Guardrails - Do not force a trade when filters fail. - Do not ignore risk, liquidity, or regime constraints. - Do not mix this model with another unless comparison is requested. - Separate facts, assumptions, and judgment. ## Questflow Use In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.