Who is on this subjectordered by the date of their first quote here
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 25 Jan 2022 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
2
thin
23 Jun 2020 – 23 Jun 2020
-581 d
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Gavin Baker
1
thin
25 Jan 2022 – 25 Jan 2022
+0 d
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Bill Gurley
2
thin
10 Jun 2025 – 10 Jun 2025
+1232 d
- David Sacks 1 thin 1 Aug 2026 – 1 Aug 2026 +1649 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner notes top internet companies grew from 5% of Nasdaq in 2006 to 35% today.
“In 2006, the top six or seven global Internet companies represented about 5% of the Nasdaq. Today, they represent about 35% of the Nasdaq. So the big have gotten bigger at an accelerating rate,”
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Brad Gerstner
Gerstner notes top internet companies grew from 5% of Nasdaq in 2006 to 35% today.
“In 2006, the top six or seven global Internet companies represented about 5% of the Nasdaq. Today, they represent about 35% of the Nasdaq.”
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Gavin Baker
Baker says Nasdaq returns in 2021 were dominated by Google, Microsoft, Nvidia, and Tesla, requiring 60% concentration.
“The market return, particularly for the Nasdaq, was really dominated by a few stocks, Google, Microsoft, Nvidia, Tesla.”
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Bill Gurley
Gurley notes the unprecedented situation where Nasdaq rose 30% in 2024 yet the IPO window remained closed.
“If you look at last year, 2024, the Nasdaq was up 30% and the window was closed. That seems to be the general belief of everyone out there.”
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Bill Gurley
Gurley argues 2024's 30% Nasdaq gain with closed IPO window defies historical correlation, pointing to bank-forced discounts.
“I believe a part of it I've been very passionate about is the IPO discount that the banks force upon the market, especially the well known high branded ones.”
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David Sacks
Sacks notes Nasdaq fell 10% from peak while momentum trades dropped 30-40%, showing amplified correction.
“I think there was something like a 10% pullback in the Nasdaq from the peak. But when you look at this momentum trade, was down like 30% or 40%.”
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Where they overlapsame programme, same subject
- Invest Like the Best also carries Bill Gurley, Brad Gerstner and Gavin Baker on this subject, at different times.