The Minutes of Brad Gerstner on concentration https://minutesof.com/brad-gerstner/on/concentration/ Everything Brad Gerstner has said on concentration: 3 verbatim quotes between June 2020 and January 2024, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:52 +0000 Gerstner held over 70% of deployed capital in top positions, arguing concentration matters more than participa https://minutesof.com/q/396f3dbc-5fe2-45b6-ad81-a748b95589f1/ https://minutesof.com/q/396f3dbc-5fe2-45b6-ad81-a748b95589f1/ “Those positions represented over 70% of the deployed long capital in our fund last year. Stock selection matters. Concentration matters.” — iConnections Wed, 31 Jan 2024 17:38:34 +0000 concentration Gerstner notes top internet companies grew from 5% of Nasdaq in 2006 to 35% today. https://minutesof.com/q/364a89c5-3793-49f8-bc0f-e3d4c480f0ca/ https://minutesof.com/q/364a89c5-3793-49f8-bc0f-e3d4c480f0ca/ “In 2006, the top six or seven global Internet companies represented about 5% of the Nasdaq. Today, they represent about 35% of the Nasdaq. So the big have gotten bigger at an accelerating rate,” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 concentration Gerstner notes top internet companies grew from 5% of Nasdaq in 2006 to 35% today. https://minutesof.com/q/5e657191-ce94-49a3-a8f4-7aa9daf186b3/ https://minutesof.com/q/5e657191-ce94-49a3-a8f4-7aa9daf186b3/ “In 2006, the top six or seven global Internet companies represented about 5% of the Nasdaq. Today, they represent about 35% of the Nasdaq.” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 concentration