Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 19 Dec 2019 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
3
thin
23 Mar 2012 – 15 Feb 2018
-2827 d
- Stanley Druckenmiller 1 thin 19 Dec 2019 – 19 Dec 2019 +0 d
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Brad Gerstner
9
23 Jun 2020 – 28 May 2026
+187 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley names Grubhub as a Benchmark investment illustrating the cloud opportunity for small business.
“Grubhub is a great example. Grubhub? You probably haven't heard of this company. It's one of our investments.”
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Bill Gurley
Gurley lists five portfolio companies connecting small businesses online and reports seeing strong current interest from SMBs.
“we have a number of investments from Yelp to OpenTable to Zillow to Grubhub to UberCab, where all these companies build this technology to connect these small businesses, and we're seeing unbelievable interest from these small businesses in in being online and having an online presence.”
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Bill Gurley
Gurley sits on four boards where women are founders: Nextdoor, Marco Polo, Katrina, and Solve Health.
“I sit on four boards where the women are founders. Nextdoor Marco Polo, Katrina, and Heather with with Solve Health, you know.”
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Stanley Druckenmiller
Druckenmiller is long equities and commodities, short bonds and yen, and long commodity currencies betting on benign economic outlook.
“I'm long equities. I'm long some commodities. I'm short fixed income. And I'm long commodity currencies. Short the yen. So all sort of for now.”
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Brad Gerstner
Gerstner says Facebook became Altimeter's largest position in 2012 and remains so today based on shift from search.
“Facebook became our largest position in 2012 while we managed the position over a period of time, it's still our largest position in the fund today.”
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Brad Gerstner
Gerstner says portfolio return targets normalized from 80% in early 2023 to 20-30% now.
“I think the return to target in our portfolio is 20 to 30%, whereas the start of last year, Bill, it was like 80%.”
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Brad Gerstner
Gerstner says Microsoft and NVIDIA remain relatively safe investments for AI exposure amid uncertainty.
“I think that if you're an investor, owning some of the companies that you think you're really confident are going to continue to compound and benefit from AI, the Microsofts of the world, the Nvidias of the world, seems to me like a relatively safe place.”
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Brad Gerstner
Gerstner details Altimeter's Google trades: owned from $90 to $120, re-entered at $130 after a pullback.
“we own the stock last year from $90 a share up to over a $120 a share. We thought it got a little bit ahead of itself.”
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Brad Gerstner
Gerstner has added a small Uber position in recent weeks during pullbacks.
“We actually have a small slice of of Uber in our portfolio today that we've added right over the course of the past few weeks on some of these pullbacks.”
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Brad Gerstner
Gerstner reduced exposure to tiny by April 2024 due to fears about the Navarro nuclear option on tariffs.
“By April, we were tiny in terms of our overall exposure to the market because of our fears about I came on this program and talked about, you know, the Navarro nuclear option around tariffs.”
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Brad Gerstner
Gerstner says he wants his personal and fund net worth levered to AI, with NVIDIA as largest public position.
“I want my personal net worth. I want my funds net worth levered against AI because all human progress is gonna be derived from machines helping humans think and augment human thinking.”
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Brad Gerstner
Gerstner says 80% of Altimeter's capital is in memory, logic, and compute companies like Nvidia, SK Hynix, and CoreWeave.
“80% of our capital has been in memory and logic and compute, you know, companies like Nvidia, companies like SK Hynix, companies like CoreWeave, etcetera. And so that's consumed a lot of capital.”
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Brad Gerstner
Gerstner explains rotating from Snowflake (up 10%) into Micron and Arm (both up 200% year to date).
“Compare that what we moved the money into, like Micron, which is up 200% year to date, or Arm, which is up 200% year to date.”
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