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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
No Brainer List
When i heard the word no brainer, and i hear it all day on stock twits and twitter, i run. But i have an eghtaty list, and it's kind of like a no brainer list. So tis nake, google amazon shopfid net, flick apple. And if you are grumpy that they're spending money on building up intrastructur a long equity value creation, ah, because the world is giving us a gift. Seems to me wanted to spend money on stuff that is not lote ran creative. Yes.
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