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Capital Allocators – Inside the Institutional Investment Industry
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Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)

53 min•17 mars 2025

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.

 

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

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Capital Allocators – Inside the Institutional Investment Industry med Ted Seides – Allocator and Asset Management Expert finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.