

Derek Pilecki
Managing member and portfolio manager at Gator Capital Management, specializing in financials long/short portfolios. Known for achieving a 21% annual return since 2008.
Top 5 podcasts with Derek Pilecki
Ranked by the Snipd community

259 snips
Oct 3, 2025 • 1h 2min
TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki
Join Derek Pilecki, a seasoned portfolio manager at Gator Capital Management, as he delves into the intricacies of today's investment landscape. He shares his strategy for targeting a potential 26% IRR and the impact of recent financial turmoil, including the 2023 bank failures. Discover his insights on evolving value investing, opportunities in regional banks and fintech, and how interest rate cuts could shape the economy. Derek also discusses his view on Robinhood's turnaround and offers a compelling investment thesis for WEX Inc.

8 snips
Oct 18, 2024 • 1h
TIP669: Quietly Compounding at 20%+ Per Year w/ Derek Pilecki
Derek Pilecki, managing member and portfolio manager at Gator Capital Management, shares his journey in launching a financials-focused fund just before the Lehman Brothers collapse. He discusses achieving an astounding 21% annual return while navigating the 2008 crisis, including strategies like aggressive trading and focusing on undervalued stocks. Derek reveals why he's bullish on financial companies, highlights a remarkable 186% return in 2009, and discusses his top position in First Citizens Bancshares amidst current market conditions.

8 snips
Mar 18, 2024 • 1h 5min
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Derek Pilecki discusses financial sector trends, Western Alliance Bancorporation, Capital One, regulatory environment impact, election effects on banks, Robinhood, Fannie's and Freddie's, buybacks insights, and why banks are viewed as below average businesses.

Oct 28, 2025 • 57min
Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital
Derek Pilecki, manager of Gator Capital, has been beating the S&P 500 with over 22% annual compounding since 2008. In this chat, he argues that fears around the financial sector are overblown, presenting recent sell-offs as buying chances. Derek discusses the balance of macro views and stock selection, the role of thought leadership in attracting investors, and shares insights on running both hedge and mutual funds. He also reflects on his transition from Goldman to launching Gator Capital and the importance of disciplined fundraising.

Oct 28, 2025 • 57min
The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital
Derek Pilecki, the founder of Gator Capital, has an impressive knack for outperforming the S&P 500 by focusing solely on financial sector stocks. He shares insights on why the fears surrounding recent bank credit issues are exaggerated, viewing them more as fraud-driven opportunities rather than economic threats. Derek discusses his strategic approach to managing both a hedge fund and a mutual fund, highlighting how different investor bases influence their operations. He also delves into the importance of thought leadership and building an audience, emphasizing the role of proactive investor outreach.


