The Minutes of Brad Gerstner on investment thesis https://minutesof.com/brad-gerstner/on/investment-thesis/ Everything Brad Gerstner has said on investment thesis: 2 verbatim quotes between June 2020 and January 2026, each with a timestamp and a link to the… en Mon, 31 Aug 2026 13:09:06 +0000 Gerstner argues the market wrongly treats all software equally and expects meaningfully accelerating revenues https://minutesof.com/q/583c4e53-58a6-4ec3-baa9-7fad3ea5234b/ https://minutesof.com/q/583c4e53-58a6-4ec3-baa9-7fad3ea5234b/ “And so we'll see. These guys have to deliver. And so I expect we're gonna see meaningfully accelerating revenues out of those companies,” — CNBC Television Tue, 06 Jan 2026 18:27:14 +0000 investment thesis Gerstner's core Google insight was search volume and revenue per search would both increase over time. https://minutesof.com/q/e4fb769f-14bb-4504-be62-bea624efb83e/ https://minutesof.com/q/e4fb769f-14bb-4504-be62-bea624efb83e/ “The high quality insight was simply that Google was going to do more searches in the future than they did in the past and that the revenue per search was going to go up over time.” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 investment thesis