5min chapter

Odd Lots cover image

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

Odd Lots

CHAPTER

Investing in a Secular Growth Business

"We don't trade our company on the back of mackro. The reality is that these companies will grow earnings between 20 and 25, maybe 30 % for the next decade," he says. "When stalks are getting paid two or three years in advance, we should take some risk off the table, because the market, we're actually very happy."

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