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Invest Like the Best with Patrick O'Shaughnessy
Invest Like the Best with Patrick O'Shaughnessy

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

Jun 9, 2026 · 1h 11m
AI Summary
  • Alex Sacerdote, founder of Whale Rock Capital, discusses investing through technology S-curves.
  • Focuses on durable competitive advantages and underappreciated earnings.
  • Whale Rock has achieved ~44% annual returns over three years.

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