Podcasts · Capital Allocators – Inside the Institutional Investment Industry
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
· 53 min · Episode 436
Episode Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and hybrid strategies.
Our conversation covers Alex's path to running Whale Rock, shaped by early exposure to the markets through his father, a longtime partner at Goldman Sachs, and his formative years at Fidelity. We dive into the key lessons he learned at Fidelity, the development of his investment framework centered around S-curves, competitive advantages, and underappreciated earnings power, and the application of the framework to AI, Mag 7, cloud computing, electronic vehicles, and blockchain technologies.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Links in the notes 5
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.