The Minutes of Brad Gerstner on company behavior https://minutesof.com/brad-gerstner/on/company-behavior/ Everything Brad Gerstner has said on company behavior: 2 verbatim quotes from June 2024, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:09:04 +0000 Gerstner warns excess capital distorts company behavior and makes efficiency difficult when all options can be https://minutesof.com/q/e117e06a-be5c-47cd-bce6-80d15460d504/ https://minutesof.com/q/e117e06a-be5c-47cd-bce6-80d15460d504/ “There is absolutely no doubt in my mind that excess capital distorts company behavior. Okay? And in particularly these early phases, it's very difficult.” — BG2 Pod Mon, 10 Jun 2024 13:40:00 +0000 company behavior Gerstner argues excess capital distorts company behavior and makes it difficult to stay efficient when all opt https://minutesof.com/q/f99072f3-6a6d-4f86-9471-605a490a434e/ https://minutesof.com/q/f99072f3-6a6d-4f86-9471-605a490a434e/ “It's not impossible, but it's very difficult to stay fit and efficient when you have a buffet of all options sitting in front of you and you can fund all of them.” — BG2 Pod Mon, 10 Jun 2024 13:40:00 +0000 company behavior