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    <title>The Minutes of Brad Gerstner on returns</title>
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    <description>Everything Brad Gerstner has said on returns: 4 verbatim quotes between June 2020 and December 2025, each with a timestamp and a link to the recording it…</description>
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      <title>Gerstner says portfolio return targets normalized from 80% in early 2023 to 20-30% now.</title>
      <link>https://minutesof.com/q/4a9c8673-8651-4fc6-baef-6cb729227567/</link>
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      <description>“I think the return to target in our portfolio is 20 to 30%, whereas the start of last year, Bill, it was like 80%.” — BG2 Pod</description>
      <pubDate>Thu, 25 Jan 2024 16:07:19 +0000</pubDate>
      <category>returns</category>
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      <title>Snowflake grew from $170M to over $50B enterprise value with Altimeter still a major shareholder.</title>
      <link>https://minutesof.com/q/c64e42a2-0010-433c-b19a-f37235c8b078/</link>
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      <description>“Yeah, that was total enterprise value of Snowflake when we got involved, and we&#x27;re still one of their largest shareholders today, and it&#x27;s over $50,000,000,000 in enterprise value,” — Elad Gil</description>
      <pubDate>Thu, 09 Nov 2023 16:27:02 +0000</pubDate>
      <category>returns</category>
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      <title>Gerstner calls access to top tech companies the most asymmetric bet in investing history.</title>
      <link>https://minutesof.com/q/12521fe7-c99c-4174-b90e-043c6596236a/</link>
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      <description>“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</description>
      <pubDate>Sat, 17 Apr 2021 02:12:13 +0000</pubDate>
      <category>returns</category>
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      <title>Gerstner notes Google compounded at similar rates to other platforms despite his early worries about search&#x27;s</title>
      <link>https://minutesof.com/q/2d758c7e-a625-4da6-bf6e-ccdd27c708d4/</link>
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      <description>“And I was talking of I was worried about the future of search and the future of vertical search starting in 2010, But look at Google&#x27;s compounded at about the rate the other big platforms have in The US.” — Invest Like the Best</description>
      <pubDate>Tue, 23 Jun 2020 09:30:00 +0000</pubDate>
      <category>returns</category>
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