public market tech stocks
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 11, 2023 by Brad Gerstner · across every show →
Everything said about public market tech stocks, oldest first
Aug 11, 2023 neutral
Gerstner: Public tech valuations are at fair value; alpha requires stock picking
“A lot of the positive arbitrage that we saw in 22 has been squeezed out of the public markets and we're close to fair value. So now if you want to generate alpha, this is going to be about picking individual winners versus individual losers.”