Investors / stance tracking
What Hari Ramachandra is saying
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11 dated public stances tracked since 2020-05-31, 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.
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11
tracked stances
8
themes
0
side flips
2026-06-21
last heard
Returns 90d +7.9% 38% correct · 8 calls · 180d +14.6% 43% correct · 7 calls · 1y +52.1% 100% correct · 5 calls
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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-06-21 | META | bullish | +31.6% | — | — |
| 2026-02-28 | MCO | bullish | -2.5% | +9.7% | — |
| 2025-11-08 | SNY | bullish | -5.6% | -11.4% | — |
| 2024-12-07 | ENERGY | bullish | -3.0% | -8.4% | +3.3% |
| 2024-02-24 | DIS | bullish | -5.5% | -16.1% | +4.2% |
| 2023-09-09 | BN | bullish | +3.2% | +21.4% | +36.0% |
| 2023-02-25 | DIS | bullish | -12.1% | -17.9% | +7.5% |
| 2022-11-19 | META | bullish | +57.4% | +124.7% | +209.4% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| DIS | 2 | 2 bullish | 2024-02-24 | |
| META | 2 | 2 bullish | 2026-06-21 | |
| BN | 1 | 1 bullish | 2023-09-09 | |
| BRK | 1 | 1 bullish | 2020-05-31 | |
| ENERGY | 1 | 1 bullish | 2024-12-07 | |
| ICICIBANK | 1 | 1 bullish | 2024-05-18 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
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”
90d +31.6%
Meta, Adobe, & Booking Holdings | Stock Analysis & Valuation (TIP825)
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)
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)
Occidental's concentrated Permian Basin assets, incoming pro-hydrocarbon regulatory environment, Buffett's 28% stake as both financial backstop and acquisition-financing edge, and current price below Buffett's average entry create an asymmetric long with…
“the floor is Buffett's purchase price — that's one thing I'm relying on”
90d -3.0% · 180d -8.4% · 1y +3.3%
Mastermind Discussion Q4 2024 | Exploring Value, Risks, and Opportunities (TIP681)
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)
2024-05-18
ICICIBANK
bullish
We Study Billionaires · video
ICICI Bank is a top-5 Indian private bank with 14% loan CAGR and 17% net income CAGR, positioned to capture India's 7-10% GDP growth, surging digital credit adoption, and ongoing value migration from state-owned to private banks under a well-regarded new CEO
“you got to hold on to this for the next 15 to 20 years”
Mastermind Discussion Q2 2024 | Burberry, ICICI Bank, & Playtika Stock Analysis (TIP632)
Bob Iger's return combined with the unique streaming+theme park flywheel creates a direct consumer relationship no streaming rival can replicate, with EPS recovery to $5-6 implying the stock could be 2-2.5x current price over 5 years
“this is one franchise I would love to own for the long term”
90d -5.5% · 180d -16.1% · 1y +4.2%
Mastermind Discussion Q1 2024 | Spotify, Disney, & Mueller Industries (TIP610)
Brookfield Corporation at ~$52B market cap is projected to generate $46B in cumulative cash flows over five years, with structural tailwinds from reshoring/net-zero infrastructure investment, a fast-growing insurance arm deploying $25B of dry powder at high…
“time to revisit since anytime there is a spin-off time to look at it”
90d +3.2% · 180d +21.4% · 1y +36.0%
Mastermind Q3 2023: Stocks on Our Watchlist w/ Tobias Carlisle and Hari Ramachandra (TIP576)
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)
Core Facebook/Instagram/WhatsApp business has healthy engagement and currency-adjusted revenue growth yet the stock trades at ~2x sales — cheaper than structurally weaker peers — while metaverse risk, though real, appears over-discounted at this valuation
“if you discount metaverse completely just the traditional Facebook Instagram and WhatsApp platforms… it's almost selling like a classic Buffett-style value stock”
90d +57.4% · 180d +124.7% · 1y +209.4%
Mastermind Q4 2022 w/ Hari Ramachandra & Tobias Carlisle (TIP496)
2020-05-31
BRK
bullish
We Study Billionaires · video
Substantial bad news is already priced into Berkshire while its core businesses — insurance, energy, and railroads — are structurally insulated from COVID disruption and trade-war risk, making it a superior alternative to holding cash
“there is a lot of bad news baked into the price so that's always a good opportunity”
TIP299: Mastermind Discussion 2Q 2020
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