Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Capital Allocators – Inside the Institutional Investment Industry
Investing with the S-Curve
This chapter explores the use of the S-curve framework to identify investment opportunities, particularly in short selling. It highlights the risks associated with traditional sectors and emphasizes the importance of strong leadership and innovative culture in companies like Tesla and Amazon. The discussion also includes strategies for building a diverse portfolio focused on emerging technologies across various industries.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
