https://minutesof.com/brad-gerstner/on/portfolio-management/ Everything Brad Gerstner has said on portfolio management: 4 verbatim quotes between June 2024 and May 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:52 +0000 https://minutesof.com/q/fd937191-99ae-4e5b-91a9-88b38a35e280/ https://minutesof.com/q/fd937191-99ae-4e5b-91a9-88b38a35e280/ “A simple heuristic for the people watching at home, think about a sigh think about managing your portfolio in three sizes, small, medium, and large.” — CNBC Television Thu, 28 May 2026 17:00:15 +0000 portfolio management https://minutesof.com/q/a7aeb3ba-89c0-4acf-870e-17d45668a625/ https://minutesof.com/q/a7aeb3ba-89c0-4acf-870e-17d45668a625/ “And I'm sorry if not everybody agrees here, but I'm saying to some of my companies, this is too important a time. The opportunities are too big, right?” — Khosla Ventures Wed, 10 Sep 2025 22:51:48 +0000 portfolio management https://minutesof.com/q/d7721d0c-2f3e-4e1e-83eb-598f6bf6d209/ https://minutesof.com/q/d7721d0c-2f3e-4e1e-83eb-598f6bf6d209/ “Altimeter's peak exposure to these names was about 70% over the course of the last twelve months. So we had 70% of our dollars at one point in time in these names.” — BG2 Pod Thu, 11 Jul 2024 20:24:05 +0000 portfolio management https://minutesof.com/q/6118b905-7668-440d-a17b-7da597a4960c/ https://minutesof.com/q/6118b905-7668-440d-a17b-7da597a4960c/ “Our net exposures are 60%. What does that mean again? Reminder for folks at home. That means I have six out of ten dollars at risk” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 portfolio management