Alex Sacerdote

3 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 22, 2025 by Alex Sacerdote · said 7 times in 5 episodes since 2024 · across every show →

On the record as a speaker too: Alex Sacerdote's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Ted Seides (7)

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2026 2 mentions in 2 episodes 1 per episode
2025 3 mentions in 1 episode
2024 2 mentions in 2 episodes 1 per episode

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Everything said about Alex Sacerdote, oldest first

Dec 22, 2025
Assertion Supported
Sacerdote: Peter Lynch Timed Fidelity Analysts' Stock Pitches with Egg Timer
“Peter Lynch, he wasn't active when I was there, but he would meet with the analysts individually three or four times a year, and he always had his thing, the egg timer, where you go into his office and he turns the egg timer.”
Alex Sacerdote Dec 22, 2025 ▶ 10:54 Top 5 of 2025: #4: Alex Sacerdote
Dec 22, 2025
Disclosure
Sacerdote: Whale Rock holds 60% of portfolio in its top 10 positions
“We will buy something up to 10% at cost, and then we'll let it get up to 15%, and usually it's reserved for larger companies... Usually we'll have one name at 10, and then we'll have a handful at seven or five and The top 10 will be 60%.”
Alex Sacerdote Dec 22, 2025 ▶ 35:42 Top 5 of 2025: #4: Alex Sacerdote
Dec 22, 2025
Disclosure
Sacerdote: Whale Rock's 10-person team conducts 2,500 management meetings annually
“We've got a team of 10 of us, and we're doing 2500 face to face meetings with management teams a year using our S curve competitive advantage underappreciated earnings power framework to guide where we look.”
Alex Sacerdote Dec 22, 2025 ▶ 22:36 Top 5 of 2025: #4: Alex Sacerdote
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