The Minutes of Brad Gerstner on valuation https://minutesof.com/brad-gerstner/on/valuation/ Everything Brad Gerstner has said on valuation: 8 verbatim quotes between June 2020 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:48 +0000 Gerstner notes Nvidia at $195 trades lower than six months ago at 13-14x earnings. https://minutesof.com/q/66ef6e45-a60f-423f-b1bd-1b71ff6bf27b/ https://minutesof.com/q/66ef6e45-a60f-423f-b1bd-1b71ff6bf27b/ “At a $195, Nvidia is trading lower than it was six months ago. So it's hard to say at 13 or 14 times” — CNBC Television Mon, 04 May 2026 19:16:21 +0000 valuation Gerstner asserts Nvidia is terribly under-owned and undervalued, and Altimeter is happy to hold it. https://minutesof.com/q/35da5df9-c184-4c63-b775-aeb64dac0cb2/ https://minutesof.com/q/35da5df9-c184-4c63-b775-aeb64dac0cb2/ “I think NVIDIA is terribly, under owned. I think it's terribly, undervalued today, and so we're happy to sit in that and to own it.” — CNBC Television Mon, 04 May 2026 19:16:21 +0000 valuation Gerstner says over a thousand billion-dollar-plus companies in Silicon Valley are trying to raise capital and https://minutesof.com/q/7ba5e596-8d06-4fd7-8dfd-0b2dd71427fa/ https://minutesof.com/q/7ba5e596-8d06-4fd7-8dfd-0b2dd71427fa/ “There are over a thousand of those in Silicon Valley, over a billion dollars that are trying to raise capital right now.” — CNBC Television Wed, 15 Oct 2025 12:48:34 +0000 valuation Gerstner reveals Meta was trading at 6x fully taxed earnings at the start of 2023. https://minutesof.com/q/e8218527-2642-44e5-b79d-58d6b8b66ee9/ https://minutesof.com/q/e8218527-2642-44e5-b79d-58d6b8b66ee9/ “Meta was trading at six times fully taxed earnings, right? And so unless you were doing the work” — iConnections Wed, 31 Jan 2024 17:38:34 +0000 valuation Gerstner cites Wiz raising at $10B valuation with $200M ARR as evidence of late-stage market activity. https://minutesof.com/q/df3ad1d2-f935-45d5-8834-916bffcf04e9/ https://minutesof.com/q/df3ad1d2-f935-45d5-8834-916bffcf04e9/ “I just read Wiz raised more money. It's got $200,000,000 ARR raised at 10,000,000,000. So those markets are definitely” — All-In Podcast Fri, 11 Aug 2023 06:23:00 +0000 valuation Gerstner nearly invested in Zoom pre-IPO at $5 billion valuation, emphasizing need for disciplined frameworks. https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ https://minutesof.com/q/69900875-de92-41a1-8afb-4b6d524e883a/ “We were within probably a 100 or $200,000,000 of doing a meaningful pre IPO round in Zoom. The company was valued at around $5,000,000,000 compared to where it is two years later.” — Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 valuation