Altimeter (with Brad Gerstner)
Acquired15 Maalis 2022

Altimeter (with Brad Gerstner)

We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston named Altimeter Capital set out simply to invest in a concentrated portfolio of America’s very best technology companies, regardless if they were public or private. Today that tiny firm has grown to nearly $15B under management and become a premier “capital partner” to founders at all but the very earliest stages — companies like Snowflake, Facebook, Roblox, Plaid, Grab and Acquired fan-favorite Modern Treasury. We sit down with founder & CEO Brad Gerstner to dive into the story behind Altimeter’s meteoric rise.


This episode has video! You can watch it on YouTube.

Sponsors:


More Acquired!

© Copyright 2015-2025 ACQ, LLC


Carve Outs:

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Jaksot(213)

Starbucks (with Howard Schultz)

Starbucks (with Howard Schultz)

Starbucks. You’d be hard pressed to name any brand that’s more ubiquitous in the world today. With nearly half a billion global customer purchases per week across its stores and 3rd party retail chann...

4 Kesä 20243h 14min

Microsoft Volume I

Microsoft Volume I

Microsoft. After nearly a decade of Acquired episodes, we are finally ready to tackle the most valuable company ever created. The company that put a computer on every desk and in every home. The compa...

22 Huhti 20244h 24min

Renaissance Technologies

Renaissance Technologies

Renaissance Technologies is the best performing investment firm of all time. And yet no one at RenTec would consider themselves an “investor”, at least in any traditional sense of the word. It’d rathe...

18 Maalis 20243h 8min

Hermès

Hermès

In luxury, there’s Hermès… and there’s everyone else. Stewarded by one French family over six generations, Hermès sells the absolute pinnacle of the French luxury dream. Loyal clients will wait years ...

20 Helmi 20244h 9min

Novo Nordisk (Ozempic)

Novo Nordisk (Ozempic)

Last year Novo Nordisk, the Danish pharmaceutical company behind Ozempic and Wegovy, overtook LVMH to become Europe’s most valuable company. And the pull for Acquired to finally tackle healthcare (18%...

22 Tammi 20243h 44min

Holiday Special 2023

Holiday Special 2023

Ben has some big news. Actually, double big news! On what has become a holiday tradition here at Acquired, we cozy up to the fire to do our annual review of the show “in public”. We reflect on what ca...

18 Joulu 20232h 18min

Visa

Visa

To paraphrase Visa founder Dee Hock, how many of you know Visa? Great, all of you. Now, how many of you know how it started? Or, for that matter, who started it? Who runs and governs it? Where is it h...

27 Marras 20233h 44min

Charlie Munger

Charlie Munger

We sit down with the legendary Charlie Munger in the only dedicated longform podcast interview that he has done in his 99 years on Earth. We’ve gotten to have some special conversations on Acquired ov...

30 Loka 20231h 6min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
taloudellinen-mielenrauha
ostan-asuntoja-podcast
rss-sami-miettinen-neuvottelija
rahapuhetta
juristipodi
lakicast
rss-h-asselmoilanen
rss-startup-ministerio
rss-seuraava-potilas
rss-paasipodi
rss-draivi
rss-sisalto-kuntoon
rss-bisnespaiva
rss-myynnilla-on-asiaa-kert-kenner