Many of you love to cover hot tech stocks, but you're also aware that technology stocks move in both directions more quickly than other sectors – it ain’t easy.
In this article, we will delve into Whale Rock Capital, a $8 billion AUM Boston-based technology hedge fund that has been in business for almost 20 years.
You will learn how Alex Sacerdote, Whale Rock’s founder, makes money in technology stocks, why you can make big money in inflection stories, how to value an exponential growth story, when to exit, and so on.
Let’s dive in.
** WE NO LONGER SELL VIA SUBSTACK, this is our legacy archive, available to legacy Substack paid members **: For the full archive and new paid content, please visit my website.