Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Capital Allocators – Inside the Institutional Investment Industry
Navigating Tech's Exponential Growth
This chapter explores the author's excitement about the future of the tech sector and their investment philosophy, particularly during their time at Fidelity. It highlights the evolution of technology from the iPod to the iPhone, emphasizing strategies for identifying growth opportunities and understanding S-curves in investments. The discussion also delves into the implications of artificial intelligence in investment frameworks and the research conducted to navigate rapidly changing technology trends.
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