Brad Gerstner and Rich Barton – Thriving in Changing Markets – [Invest Like the Best, EP.197]

( 1:08:10)– The board obstacle.

( 11:31)– The investing understanding of data-delivery businesses.

( 30:44)– No Rules Rules: Netflix and the Culture of Reinvention.

( 41:33)– Physical services vs digital only services.

( 36:12)– Amp It Up.

( 5:57)– The instantaneous click between them.

My guests today are Rich Barton and Brad Gerstner. Brad is the creator of Altimeter Capital and is one of my preferred active investors. Brad and Altimeter were one of the biggest financiers in Snowflake in its earlier days and continue to invest in renowned modern services with a severe focus. Rich has one of the most outstanding resumes in the business world. Our conversation covers Richs “power to the people,” method, Brad and Richs viewpoints on taking companies public through SPACs vs. IPOs, and their viewpoints on how to build an excellent business.

( 7:21)– The power to individuals perspective.

( 2:59)– (First question)– How Brad and Rich fulfilled.

( 7:29)– Brad Gerstner Podcast Episode.

( 23:57)– Defining worth include financier in the private and public markets.

( 13:54)– How they utilize SPACs.

( 46:13)– TAPE SUCKS: Inside Data Domain, A Silicon Valley Growth Story.

( 56:45)– Go to market model vs business model.

This episode of Invest Like The Best is also sponsored by Assure. Guarantee is changing the method financiers handle personal deals.

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

( 43:34)– Getting business fit.

( 48:28)– State of the world and markets today because the inception of the pandemic.

( 1:03:03)– Advice to early financiers and business owners for the future of their careers.

Follow Patrick on Twitter at @patrick_oshag.

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

Show Notes.

This episode is brought to you by Koyfin, among the fastest growing fintech start-ups. I found Koyfin earlier this year when I asked twitter for the finest Bloomberg alternative, and the overwhelming winner was an appealing new item called Koyfin..

( 26:36)– The Wizard of OZ and Pygmalions.

Register for the book club and new e-mail newsletter called “Inside the Episode” at InvestorFieldGuide.com/ bookclub.

( 36:05)– Frank Slootmans management style.

( 10:21)– Delivering information to customers.

( 17:38)– How business owners view SPACs.

Koyfin has tons of high-quality information, effective functionality, and a good clean user interface. If youre an individual investor, research analyst, portfolio supervisor, or monetary advisor, you should certainly check them out. Sign up for complimentary at koyfin.com.

Sign up for the book club and new e-mail newsletter called “Inside the Episode” at InvestorFieldGuide.com/ bookclub.

( 38:11)– Courage in leadership.

Follow Patrick on Twitter at @patrick_oshag.

( 58:50)– Early days of item market sales.

( 30:41)– Leadership mold at organizations and huge audacious goals.

All of it, with a simple one-time charge.

( 1:12:06)– What concern are they striving to address right now.

( 1:16:09)– Kindest thing anyone has provided for Rich.

( 45:39)– Lessons around talent density.

My guests today are Rich Barton and Brad Gerstner. Brad and Altimeter were one of the largest financiers in Snowflake in its earlier days and continue to invest in iconic modern businesses with a severe focus. Our conversation covers Richs “power to the people,” technique, Brad and Richs perspectives on taking business public through IPOs vs. spacs, and their point of views on how to construct an excellent business.

( 20:17)– Lessons from their involvement in Altimeter Growth Corp.

( 53:46)– Making up words for companies and fertile ground.

Learn More.