Altimeter Capital
Brad Gerstner's investment firm, actively searching for deals in secondary markets but waiting for lower prices before purchasing.
Videos Mentioning Altimeter Capital
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
All-In Podcast
Brad Gerstner's investment firm, actively searching for deals in secondary markets but waiting for lower prices before purchasing.
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In Podcast
Mentioned as a firm whose LPs are experiencing declines across their investments, highlighting the difficult environment for fundraising.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
All-In Podcast
A technology-focused investment firm, whose colleague's tweet about LPs' expectations was cited.
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
All-In Podcast
Their charts are referenced to illustrate the major regression to the mean in tech and SaaS stock valuations.
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
All-In Podcast
A firm whose data on public SaaS companies (specifically Annual Recurring Revenue, ARR) was referenced to show a rebound in Q3 2023, signaling an end to the software recession.