nasdaq: everyone on the record — The Minutes https://minutesof.com/on/nasdaq/ Everyone on the record about nasdaq: 6 verbatim quotes from 4 people, June 2020 to August 2026, in one chronology, each with a timestamp and a link to its… en Sun, 30 Aug 2026 22:33:07 +0000 David Sacks: Sacks notes Nasdaq fell 10% from peak while momentum trades dropped 30-40%, showing amplified cor https://minutesof.com/q/0aedba27-2554-4bc0-a130-e228914f12f6/ https://minutesof.com/q/0aedba27-2554-4bc0-a130-e228914f12f6/ “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%.” — David Sacks, All-In Podcast Sat, 01 Aug 2026 04:16:11 +0000 nasdaq Bill Gurley: Gurley argues 2024's 30% Nasdaq gain with closed IPO window defies historical correlation, pointi https://minutesof.com/q/222b59f6-f047-4def-9148-3487a08d0234/ https://minutesof.com/q/222b59f6-f047-4def-9148-3487a08d0234/ “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.” — Bill Gurley, Invest Like the Best Tue, 10 Jun 2025 08:00:00 +0000 nasdaq Bill Gurley: Gurley notes the unprecedented situation where Nasdaq rose 30% in 2024 yet the IPO window remaine https://minutesof.com/q/fdddccba-e097-4aff-ba4f-835e995a1d5a/ https://minutesof.com/q/fdddccba-e097-4aff-ba4f-835e995a1d5a/ “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.” — Bill Gurley, Invest Like the Best Tue, 10 Jun 2025 08:00:00 +0000 nasdaq Gavin Baker: Baker says Nasdaq returns in 2021 were dominated by Google, Microsoft, Nvidia, and Tesla, requiri https://minutesof.com/q/fc47dddb-65a8-477e-aa6e-5f9cab18c012/ https://minutesof.com/q/fc47dddb-65a8-477e-aa6e-5f9cab18c012/ “The market return, particularly for the Nasdaq, was really dominated by a few stocks, Google, Microsoft, Nvidia, Tesla.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 nasdaq Brad Gerstner: Gerstner notes top internet companies grew from 5% of Nasdaq in 2006 to 35% today. https://minutesof.com/q/5e657191-ce94-49a3-a8f4-7aa9daf186b3/ https://minutesof.com/q/5e657191-ce94-49a3-a8f4-7aa9daf186b3/ “In 2006, the top six or seven global Internet companies represented about 5% of the Nasdaq. Today, they represent about 35% of the Nasdaq.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 nasdaq Brad Gerstner: Gerstner notes top internet companies grew from 5% of Nasdaq in 2006 to 35% today. https://minutesof.com/q/364a89c5-3793-49f8-bc0f-e3d4c480f0ca/ https://minutesof.com/q/364a89c5-3793-49f8-bc0f-e3d4c480f0ca/ “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,” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 nasdaq