Why Ram Parameswaran Says the World's Biggest Tech Stocks Are Ridiculously Cheap Right Now
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 17 June 2021
⏱️ 57 minutes
🧾️ Download transcript
Summary
Everyone knows that tech stocks performed amazingly well amid the coronavirus crisis. In the last few months, there's been a little bit of a cooling off. But for the most part, betting on tech has been a fantastic bet for a really long time. This week's guest says there's a lot more to come. On this episode we speak with Ram Parameswaran, the Founder and CIO at Octahedron Capital — which does VC investments and invests in public equity — on what he learned over the last year, and the big things he's betting on now.
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| 0:54.1 | Hello and welcome to another episode of the Adlots podcast. I'm Joe Weisenthal. |
| 0:59.8 | And I'm Tracy Alloway. |
| 1:01.6 | So Tracy, you know, we talk a lot about some of the big trends of the last year. |
| 1:07.3 | Talk about housing. Talk about various commodities that are in short supply. |
| 1:13.6 | We've talked a lot lately about cryptocurrencies. But the other big theme of the last year was just like |
| 1:18.8 | the incredible power and performance of big tech and defined broadly. I mean, |
| 1:24.7 | it's just an incredible year for huge tech companies and e-commerce. |
| 1:28.8 | Absolutely. It's kind of weird because I'm thinking back to 2020 and this was the big story |
| 1:33.7 | in markets. It was the sort of outperformance of the things, stocks, and how everything had just |
| 1:39.2 | rotated back into these big tech companies. You know, Netflix was doing incredibly well because |
| 1:44.4 | everyone was sat at home watching movies. There was all this talk about how the COVID crisis had |
| 1:50.7 | basically reoriented our lives even more towards tech. And now we've come out the other side of it. |
| 1:58.2 | And there was some talk about the rotation into value, things like that. But I think in general, |
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