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Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Mar 17, 2025
This episode features Alex Sacerdote, founder of Whale Rock Capital Management, discussing his investment framework centered around S-curves, competitive advantages, and underappreciated earnings power. He applies this framework to sectors like AI, cloud computing, EVs, and blockchain. The podcast also touches on the addition of video content to their YouTube channel.
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