The Minutes of Bill Gurley on investment https://minutesof.com/bill-gurley/on/investment/ Everything Bill Gurley has said on investment: 2 verbatim quotes between September 2024 and March 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:22:10 +0000 Gurley spotted Dell trading at six times earnings after laptop fire and hedging problems, then went positive o https://minutesof.com/q/b16043fc-d31a-4df3-90a2-aec40a9592da/ https://minutesof.com/q/b16043fc-d31a-4df3-90a2-aec40a9592da/ “It this the company was in trouble. It was trading at six times earnings. Their laptop had caught on fire, and they had this option hedging strategy gone awry” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 investment You know, they used to call or I've heard people refer to modern day semiconductor investing as a sport of Kin https://minutesof.com/q/783ee825-21f7-4da9-9936-05321c2ba2e1/ https://minutesof.com/q/783ee825-21f7-4da9-9936-05321c2ba2e1/ “You know, they used to call or I've heard people refer to modern day semiconductor investing as a sport of Kings. Right. Because you're 50,000,000 to first take.” — Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 investment