Ram Parameswaran of Octahedron Capital provided an investment update on Alibaba on May 7, 2021. We are pleased to share a replay below.
Ram updated participating investors on Octahedron’s
- latest views on China internet platform regulation,
- estimate on the timing of the Ant Financial IPO, and
- views on the business fundamentals on Alibaba.
Alibaba is the largest position for Octahedron investors (as of May 7, 2021).
The full session is available to members of MOI Global.
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About the instructor:
Ram Parameswaran is the founder of Octahedron Capital, a global, growth-oriented investment firm that seeks to make concentrated investments in leading public and private companies that drive the world’s internet economy. Prior to Octahedron, Ram was a partner and portfolio manager at Altimeter Capital, a multi-billion dollar investment firm in Menlo Park, where he helped lead the firm’s investments in the internet and payments sectors, across both the hedge fund and private growth funds. Prior to Altimeter, Ram was the technology analyst at Falcon Edge Capital, co-founded the Internet research team at Sanford Bernstein, and started his career as a senior engineer at Qualcomm. Ram has an MBA in finance from the University of Chicago Booth School of Business and a Masters in EE from Virginia Tech.