The Minutes of Brad Gerstner on investing https://minutesof.com/brad-gerstner/on/investing/ Everything Brad Gerstner has said on investing: 6 verbatim quotes between June 2020 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner contrasts buying NVIDIA in fall 2022 based purely on tech fundamentals versus today's layered policy https://minutesof.com/q/2fa1a55a-6d2f-4f09-b7ed-0addc1932d35/ https://minutesof.com/q/2fa1a55a-6d2f-4f09-b7ed-0addc1932d35/ “What do I do as an investor? You know, what did I do in the fall of twenty two that led me into NVIDIA in the first place?” — BG2 Pod Wed, 05 Feb 2025 23:13:28 +0000 investing Gerstner proposes three investment categories instead of two: venture under $100M revenue, quasi-public over $ https://minutesof.com/q/90a4e6b7-ccbe-458d-a2b7-6dc68fe1759a/ https://minutesof.com/q/90a4e6b7-ccbe-458d-a2b7-6dc68fe1759a/ “One thing that we have done and I've encouraged LPs like endowments to think about is we used to have these two buckets. Right? Venture and public when I talk to technology investors.” — BG2 Pod Thu, 18 Apr 2024 17:23:12 +0000 investing I think there's plenty of time. If this is going to be as big and as transformational as humanity as we all th https://minutesof.com/q/7e4d8b5f-4b70-4806-b8eb-aff80239e7d4/ https://minutesof.com/q/7e4d8b5f-4b70-4806-b8eb-aff80239e7d4/ “I think there's plenty of time. If this is going to be as big and as transformational as humanity as we all think it will be, remember, you didn't have to invest in search until Google's IPO in 2004 to capture 95% of all ever generated by Internet search.” — FII Institute Thu, 26 Oct 2023 02:01:13 +0000 investing Gerstner calls access to top tech companies the most asymmetric bet in investing history. https://minutesof.com/q/12521fe7-c99c-4174-b90e-043c6596236a/ https://minutesof.com/q/12521fe7-c99c-4174-b90e-043c6596236a/ “The the the most asymmetric bet maybe in the history of all of investing is having a golden ticket to have access to the best technology companies in the world today.” — All-In Podcast Sat, 17 Apr 2021 02:12:13 +0000 investing Gerstner warns his team that being too early on investments is as dangerous as being too late. https://minutesof.com/q/17e528fc-9a14-4b9c-acd2-5f1673f9daea/ https://minutesof.com/q/17e528fc-9a14-4b9c-acd2-5f1673f9daea/ “When we think about the future we're always paying attention you know one thing that I would say is I remind my team it's just as dangerous to be too early as it is to be too late.” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 investing Gerstner warns his team that being too early on a trend is as dangerous as being too late. https://minutesof.com/q/8e0c196b-bfc0-4efe-ad27-28128dde9827/ https://minutesof.com/q/8e0c196b-bfc0-4efe-ad27-28128dde9827/ “And I was talking of I was worried about the future of search and the future of vertical search starting in 2010,” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 investing