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Ram Parameswaran
10.6K posts
Ram Parameswaran
@_ram_
Founder / CIO : octahedron
Team : @_ram_ @chrishuskey
Research : @insightsbyocty
All views are personal.
- 1. A new beginning: I launched Octahedron Capital launched earlier this month in San Francisco. cc @OctahedronCap
- It's that time of the year again. Presenting - a few things we learned - 1Q'2021 edition. The full presentation available at afewthingswelearned.com. In case this is useful to your twitter followers, please re-tweet.
- My dear friend, Carlos Kirjner (@carlos_kirjner), passed away this week after a battle with cancer. My heart is heavy today, but I post this on twitter because I know a lot of #fintwit know him directly or indirectly.
- $TWLO beast mode. "we delivered more than $2.8B in revenue for the year, growing 61% year-over-year, and 42% on an organic basis. In late 2020, we stated our confidence in delivering 30%+ organic revenue growth over four years.....we reiterate that confidence for the next 3 yrs"
- $DASH is by far the best run on-demand business in the world. Textbook case of disciplined, unit economics focused execution, scale economies kicking in, increasing market share, and missionary management team obsessed with consumer experience.
- Roaring 20s begin
