In this episode of Capital Allocators, Ted Seides interviews Alex Sacerdote, founder of Whale Rock Capital Management, about his journey in the investment world, shaped by his father's influence and his early experiences at Fidelity. Alex details his investment framework, emphasizing S-curves, competitive advantages, and underappreciated earnings power, and applies this framework to various technologies like AI, cloud computing, and electric vehicles. They discuss strategies for identifying key trends, managing risk, and the importance of strong leadership in driving innovation and growth, as well as the role of private investments and the potential of crypto and blockchain technologies.
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