The Minutes of Brad Gerstner on investment strategy https://minutesof.com/brad-gerstner/on/investment-strategy/ Everything Brad Gerstner has said on investment strategy: 2 verbatim quotes between March 2022 and March 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner says now is the time to find the 10% of beaten-down software companies that will benefit from AI. https://minutesof.com/q/0047d296-7de1-4260-bf65-8cefb5be9242/ https://minutesof.com/q/0047d296-7de1-4260-bf65-8cefb5be9242/ “90% of the companies that are down deserve to be down. Find the 10 that got thrown out with the bathwater. Find the 10%, right, that are going to benefit from AI.” — CNBC Television Tue, 06 Jan 2026 18:27:14 +0000 investment strategy Gerstner says he won't invest late-stage now due to lack of price discovery, only early-stage at low valuation https://minutesof.com/q/98237a3c-6f82-4647-a101-9d2562360a06/ https://minutesof.com/q/98237a3c-6f82-4647-a101-9d2562360a06/ “You couldn't pry a late stage dollar out of my hand right now because I don't think we have real price discovery going on.” — All-In Podcast Sat, 26 Mar 2022 05:49:32 +0000 investment strategy