6min chapter

Odd Lots cover image

Why Ram Parameswaran Says the World's Biggest Tech Stocks Are Ridiculously Cheap Right Now

Odd Lots

CHAPTER

How Do You Get Comfortable With High Valuation in the Market?

Elpi: I would argue that companies like uber and amazon are actually extraordinarily cheap, trashy, very cheap. But when it comes to innenet, you know, i i wonder, i'm going to push back on valuations. We only own two soft for stocks; generally soffers really expensive. Then second, we have payments,. same sory payment is a new soft way. And in fact, there's probably even higher, kind of like crazy valuations happening in payments marketa just went out a couple of days ago, and that was nos bleed.

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