Investing with Altimeter Capital’s Brad Gerstner
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Taking Away From Your Commons
I was pretty vocal over the course of last year that we expected high growth multiples to retrace to their five year average. What i did not anticipate was a war in ucrane that would unleash global fear about hyper inflation, really removed the upward bound on interest rates. And so what i say to my team is, stop looking at the blinky screens, right? Do your fundamental work on these great businesses we part owners today. There will be a time when it's six months or 12 months from now where the world stabilizes and realizes that secular trends continue. I wish we had less exposure on every manager any technology company, if you worked at any technology company,. You are
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