Alex Sacerdote highlighted that Whale Rock Capital bought Nvidia in 2023 at 4 times earnings, underscoring the extreme valuation discount investors were able to access before the stock's AI-driven re-rating. The article is primarily a retrospective commentary on valuation and investing discipline rather than a new corporate or market-moving development.
Alex Sacerdote highlighted that Whale Rock Capital bought Nvidia in 2023 at 4 times earnings, underscoring the extreme valuation discount investors were able to access before the stock's AI-driven re-rating. The article is primarily a retrospective commentary on valuation and investing discipline rather than a new corporate or market-moving development.
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