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Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)
Panic with Friends - Howard Lindzon
I've Been Super, Super Wrong With One of My As, Spot if I, Cause I Don't Own It.
In the last 12 months, netlics and amazon haven't moved. Amazon is one of those at this point, no brain, or ideasii or no brain. The stock raise, i think, at six and a half times net revenues. And so i think nothing's ong a change in that. Flexis the thing where you be patient and you hold is position, and if it goes down, the market gives you a gift. But for anybody that's listened to me over the last six months, cause its in my eightt 80 portfolio, it's befodding. Its shit margins that're dealing with the fakin royalty world. So it's shame on
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