Whale Rock Capital Management, every mention

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Verbatim, from the transcripts: the passages where Whale Rock Capital Management comes up

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Year in Review 2025 (EP.478) Dec 22, 2025 · 2 mentions

Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 · 9 mentions

  • ▶ 0:10 Ted Seides And at number four, it's Alex Sasserdote from Whale Rock Capital.
  • ▶ 1:21 Ted Seides My guest on today's show is Alex Sasserdote, the founder of Whale Rock Capital Management, a technology-focused investment firm that manages eight billion dollars across hedge fund, long only, and hybrid strategies. 2 times in the scene
  • ▶ 5:23 Alex Sacerdote Actually, one of our classmates basically decided to invest in my firm early on because we were on a weekend at HBS, and he saw me reading with a flashlight Barron's at two a.m.
  • ▶ 12:21 Alex Sacerdote This was right at the cusp of the iPhone, because I started Whale Rock in oh six.
  • ▶ 15:04 Alex Sacerdote I devised this three-part framework, which we're known for at Whale Rock, which is S-curve, competitive advantage, underappreciated earnings power.
  • ▶ 23:11 Alex Sacerdote We call it the Whale Rock Learning Machine.
  • ▶ 51:45 Alex Sacerdote And then work-wise, it's solidifying whale rock. 2 times in the scene

Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411) Oct 10, 2024 · 1 mention

  • ▶ 2:15 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends, Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge,…

Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410) Oct 7, 2024 · 1 mention

  • ▶ 5:48 Ted Seides This year's event takes place on October 24th in Boston and features a ridiculous lineup of speakers, including Boston investment legends Seth Klarman from Baupost, David Fialco from General Catalyst, Nancy Zimmerman from Bracebridge, Will…
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