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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SMBs and Tech
- The pandemic has leveled the playing field for SMBs by providing access to powerful digital tools.
- This has led to unprecedented new business formations and increased software use.
Retailers Embracing E-commerce
- Companies like Walmart and Target thrived during the pandemic by leveraging e-commerce investments.
- Innovations like curbside pickup and integration with delivery apps proved successful.
Curated: A Niche Marketplace
- Ram Parameswaran highlights Curated as an example of a niche vertical marketplace.
- It offers a personalized online shopping experience for high-value items.