Inside Light Street’s Tech Strategy

Tiger Cub Glen Kacher identifies the investment opportunities he finds the most attractive as the growing economy opens up.

Glen Kacher (Kholood Eid/Bloomberg)

Glen Kacher

(Kholood Eid/Bloomberg)

Light Street Capital’s long-short fund remains in a big hole for the year after posting essentially flat results in April.

But the firm’s CIO and founder Glen Kacher is upbeat about the rest of the year. “We see an excellent field of play developing for tech investors,” Kacher said in his first-quarter client letter, dated April 29 and obtained by Institutional Investor.

The

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