A wide-ranging conversation with Lead Edge Capital's Evan Skorpen talking about applying a concentrated, long-term strategy to growth tech investing. Key topics include capital allocation, executive incentives, and investing in "air pockets."
This podcast is sponsored by AlphaSense.
One of the hardest parts of investing is seeing what’s shifting before everyone else does. For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and stay ahead of consensus. Meanwhile, smaller funds have been forced to cobble together ad-hoc channel intelligence or rely on stale reports from sellside shops.
But channel checks are no longer a luxury - they’re becoming table stakes for the industry. The challenge has always been scale, speed, and consistency. That’s where AlphaSense comes in.
AlphaSense is redefining channel research. Instead of static, point-in-time reports, AlphaSense Channel Checks deliver a continuously refreshed view of demand, pricing, and competitive dynamics, powered by interviews with real operators - suppliers, distributors, and channel partners - across the value chain.
Check it out for yourself at alpha-sense.com/yavp
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