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  1. 20VC with Harry Stebbings1h 27m

    Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935

    Brad Gerstner, Warren Buffet, Chamath, Gurley, Harry Stebbings

    Altimeter Capital founder Brad Gerstler applies a risk-averse, family-informed investment philosophy focused on identifying "Super Cycles" and the Power Law rather than chasing momentum trends. By maintaining a flat, "SEAL Team Six" firm structure, Gerstler prioritizes deep thesis development and radical candor to outperform larger, diluted competitors despite recent valuation corrections. This disciplined approach emphasizes essentialism in portfolio management and aligns long-term partner incentives with a legacy of impactful, high-conviction venture capital.