Alex Sacerdote
Founder of Whale Rock Capital Management and technology-focused investor known for an S-curve investment framework and managing multi-strategy capital across hedge, long-only, and hybrid strategies.
Best podcasts with Alex Sacerdote
Ranked by the Snipd community
155 snips
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.
17 snips
Dec 22, 2025 • 53min
Top 5 of 2025: #4: Alex Sacerdote
In this engaging conversation, Alex Sacerdote, founder of Whale Rock Capital, shares insights from his technology-focused investment career. He reveals his unique S-curve framework for identifying rising companies and discusses the importance of concise stock pitches. Alex traces his passion for tech through evolving product cycles and the role of AI in investing. He highlights the significance of management in company success, explores current trends like driverless cars, and reflects on his experiences with private investments and crypto skepticism.
