Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Private Investments and Market Dynamics
This chapter examines the trend of companies remaining private longer and its implications for investment strategies, using an S-curve framework to connect private and public markets. It also addresses the complexities of investing in cryptocurrency and the cyclical nature of tech volatility, urging investors to maintain a long-term perspective.
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