I took a day off writing yesterday to mix things up. I am pooped. The markets keep flying, the Zoom calls are endless and I was busy in the studio with Knut making a bunch of podcasts to cover us during the holidays ahead.

Onwards…

Growth investing and ‘crossover’ investing are the two things on my mind as we near the end of 2020. Today’s ‘Panic’ guest is therefore perfect. Ram Parameswaran has been doing both for years. Before starting his new fund Octahedron, Ram was at Brad Gerstner’s Altimiter Capital. I have shared links to Brad’s work before and here are two other podcasts I highly recommend talking with Brad.

You can listen to my podcast with Ram right here on Spotify or Apple. I go into more details on Ram and the podcast below.

Have a great Saturday and I hope you take the time and enjoy all the great thoughts in the linked podcasts…

Guest: Ram Parameswaran

Profile: Founder of Octahedron Capital

Where to Find Him: LinkedIn, Twitter

Fun Fact: Ram’s company Octahedron publishes a deck every quarter called “A Few Things We Learned” if you’re interested in looking more into their insights.

What’s the Panic About:

I had the pleasure of having Octahedron Capital founder Ram Parameswaran on this episode of Panic. His firm Octahedron is a crossover fund that invests in the internet economy. Previously, Ram was a partner at the multi-billion dollar firm Altimeter Capital, focusing on public and private tech investments. He also has some big names in his past investments, including a pre-IPO Uber, Google and TikTok parent Bytedance. Ram has been inside the beast and is now applying it to his own markets. He’s a smart guy and public investor who knows a lot about a lot. In this episode, Ram and I discussed growth, the culture of Silicon Valley, tech, his work at Octahedron Capital, SPACs, trends in the public & private markets, crossover funds, global investing and more. Enjoy!

The Takeaway:

Ram’s company gets to know companies better than most when they go public. It’s a great example of this new trend of public and private markets mingling more – something to keep an eye on.

Favorite Quotes:

“Hybrid work is going to be the future.”

“Investing should be simple, but should not be easy.”

“The structure isn’t the hard part, it’s actually getting the damn thing done.”

Food for Thought:

I love seeing past guests of mine work together. Ram recently sat down with my friend Jeff Richards – who actually is the person who introduced me to Ram and is a past guest from my zoom show Investing for Profit and Joy – to talk about markets, SPACs and more. Check out their conversation after listening to this episode of Panic!

PS – I am now doing two ‘Panic With Friends’ podcasts per week. Thanks for listening and make sure you subscribe over on Spotify or Apple.