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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
What's the Payday for You?
i agree with a lot of what you're saying, and the stock price is just an expression of all the things that you've just explained to me. There aren great companies in the worldah, but again, as you know, in every portfolio, at points in time some companies don't work. We often make this business harder than it should be. But i would say, remember, your portcast is called panic. And you ask me what panics tes of the spaniks mean. So the pois, a portfolio is all ob rides a svestof.
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