5min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Investing in Opportunity Costs - Is It a Business Philosophy?

i'd love to hear a bit about how you think about the efficiency of your own process at ultimeter. I've heard that you're a big fan of the book essentialism, which is, i think, a fascinating, almost like philosophy book on how to structure systems. If there's one hall mark of altimeter more than any other on the venture side, we say we come to fast nows first. We don't do early stage venture at all. And so we really focus on that series b to series d, a hundred million to a billion dollars out of our dedicated venture funds. Then out of the hedge fund we'll invest in what i call the qua public market...

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