What Hari Ramachandra is saying
Investor & Author, BitsBusiness
5 dated public stances tracked since 2023-02-25, most recently 2026-06-21. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Hari Ramachandra's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Hari Ramachandra is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2026-06-21
META
bullish
We Study Billionaires · video
Meta's advertising dominance (on pace to surpass Google in ad revenue), walled-garden data advantage for AI-enhanced targeting, and operational discipline on efficiency support a 46% base-case upside even before any AI monetization optionality
“my base case is that their network effects, their moat that comes out of it, the ability to use AI as an engine for their ad business”
Meta, Adobe, & Booking Holdings | Stock Analysis & Valuation (TIP825)
2026-02-28
MCO
bullish
We Study Billionaires · video
Moody's NRSRO regulatory moat and 80% duopoly with S&P in global credit ratings makes the core rating business nearly impervious to disruption, while a 22% YTD selloff driven by AI fears (overblown for the regulated ratings segment) and S&P's guidance miss…
“minimum downside at this point, a great place to park the cash even medium-term to long-term”
90d -2.5% · 180d +9.7%
Berkshire Hathaway, Moody's, & BellRing Brands | Stock Analysis & Valuation (TIP795)
2025-11-08
SNY
bullish
We Study Billionaires · video
Dual-engine biopharma with Dupixent (decade-long runway, multi-indication approval) and recurring vaccine revenue trading at ~16x PE below pharma peers with 4.9% dividend, 5B euro buyback, and bad news from 2023 patent cliff already baked into the price
“T-bill with growth attached to it — 5% dividend plus another 3 to 4% growth”
90d -5.6% · 180d -11.4%
Mastermind Discussion Q4 2025 | Sanofi, Remitly & Crocs Stock Deep Dive (TIP767)
2024-05-18
long ICICIBANK / long HDB / long KOTAK MAHINDRA BANK / long BAJAJ FINANCE
basket
We Study Billionaires · video
A basket of Indian private banks best captures the full India credit growth and banking inclusion opportunity — ICICI and HDFC Bank as US-accessible ADRs, expandable to Kotak Mahindra, Axis Bank, and Bajaj Finance (highest growth) for India-domiciled investors
Mastermind Discussion Q2 2024 | Burberry, ICICI Bank, & Playtika Stock Analysis (TIP632)
2023-02-25
DIS
bullish
We Study Billionaires · video
Disney's irreplaceable Evergreen content library acts like a railroad moat — prohibitively expensive to replicate — while Bob Iger's return to creativity focus and likely ESPN spin-off should drive 30-40% earnings improvement over 3-5 years, compressing the…
“I expect that they will take some measures especially with the encouragement of activist investors...their profits to improve and their earnings to increase”
90d -12.1% · 180d -17.9% · 1y +7.5%
Mastermind Q1 2023 | Disney, Spotify, Amgen Stocks & ChatGPT Discussion (TIP528)
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