Odd Lots Why Ram Parameswaran Says the World's Biggest Tech Stocks Are Ridiculously Cheap Right Now
Jun 17, 2021
Ram Parameswaran, Founder and CIO of Octahedron Capital, shares his deep insights into the tech investment landscape. He discusses the ongoing evolution of tech markets post-COVID, the explosive growth of on-demand delivery services, and the challenges facing growth stocks amid inflation. Parameswaran reveals the hidden value in major tech companies like Amazon and emphasizes the undervaluation of many tech stocks despite their strong growth potential. His strategic focus on selective investments reflects a unique perspective on navigating market uncertainties.
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Internet's Untapped Value
- The internet, despite its ubiquity, accrues less than 10% of global value.
- This share is expected to grow significantly over the next few decades.
Octahedron's Investment Strategy
- Octahedron Capital differentiates itself through concentrated investments and deep partnerships.
- They aim to help internet-scale businesses succeed in public markets.
Digital Advertising's Rise
- The COVID crisis has permanently changed the world, particularly in the way of digital advertising.
- Digital advertising becomes crucial as businesses need to reacquire consumers in a post-pandemic world.