Brad Gerstner – Public and Private Investing – [Invest Like the Best, EP.179]

My visitor today is Brad Gerstner, the creator and CIO of Altimeter Capital, a multi-billion dollar technology focused financial investment company. Brad and his team are known for a deep proficiency in internet allowed organisations, consisting of Expedia, Facebook, Uber, and lots of more. We talk about the development of chance in this style of investing, including the essential shift to personal investing, where so much of the value creation now happens. I will not quickly forget our discussion of customer intent on the web and how it has actually shifted, the function that essentialism plays in Brads company and life, and the increase of the Chinese web giants like Bytedance. Please enjoy this fantastic conversation with Brad Gerstner.

Follow Patrick on Twitter at @patrick_oshag.

( 1:04:12)– What about the future excites him.

( 2:32)– (First concern)– Overall investment approach at Altimeter.

Register for the book club, where youll get a full financier curriculum and after that 3-4 tips every month at InvestorFieldGuide.com/ bookclub.

( 21:32)– Running his service on essentialism.

( 18:56)– Lessons from company founders whose platforms count on consumer discovery.

( 42:43)– How early on can you determine what company would win a vertical.

Learn More.

( 31:16)– What travel has taught him about service.

( 13:56)– The investing chance in the backend of the internet.

Connect or learn more:.

( 1:02:47)– Fascination with life sciences and software application.

( 29:46)– Applying essentialism outside of service.

( 1:06:48)– Kindest thing anybody has done for Brad.

My guest today is Brad Gerstner, the creator and CIO of Altimeter Capital, a multi-billion dollar technology focused investment firm. Brad and his group are known for a deep knowledge in internet enabled businesses, including Expedia, Facebook, Uber, and many more. We discuss the advancement of opportunity in this style of investing, consisting of the crucial shift to personal investing, where so much of the value production now happens. I wont quickly forget our discussion of customer intent on the web and how it has actually moved, the function that essentialism plays in Brads company and life, and the increase of the Chinese web giants like Bytedance. Please enjoy this great discussion with Brad Gerstner.

( 48:49)– Collaborating in the private markets.

( 37:11)– The development of bite sized deals across the web.

( 11:16)– Disrupting the tech giants progressing.

( 57:27)– Pricing businesses as a key component of his financial investment options.

( 26:11)– Tactical applications of essentialism.

( 33:43)– What we should understand about the Chinese web market.

This episode is given you by the MIT financial investment management business (MITIMCO).

( 5:12)– Most interesting thing in the landscape today.

For more episodes go to InvestorFieldGuide.com/ podcast.

( 21:40)– Essentialism: The Disciplined Pursuit of Less.

Show Notes.

Follow Patrick on Twitter at @patrick_oshag.

For more episodes go to InvestorFieldGuide.com/ podcast..

( 39:22)– Bite sized work.

( 16:42)– His take on old line businesses and how technology could shift his view on them.

Sign up for the book club, where youll get a full investor curriculum and then 3-4 recommendations every month at InvestorFieldGuide.com/ bookclub.

( 45:36)– What issue space would he tackle today.