Altimeter Capital

Company

American investment firm

Mentioned in 5 videos

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Videos Mentioning Altimeter Capital

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

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

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

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

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

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.