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Alex Sacerdote

Founder of Whale Rock Capital Management, a technology-focused investment firm employing an investment framework centered around S-curves, competitive advantages, and underappreciated earnings power.

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Mar 17, 2025 • 53min

Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)

In this discussion, Alex Sacerdote, founder of Whale Rock Capital Management, shares insights from his journey in the investment world, inspired by his father at Goldman Sachs. He delves into his S-curve framework for assessing investments, especially in tech. Topics include the rise of AI, the implications of the MAG-7 tech alliance, and strategies for navigating emerging technologies like electric vehicles and blockchain. Alex emphasizes the importance of innovation and strong leadership in successful companies while encouraging a long-term perspective in a volatile market.