Ram Parimi

Investor / Operator | Invest in great relationships, they will pay a lifetime of dividends” - Bill Walsh | Sports/Pizza fan.

[Ipswich Town @IpswichTown]

A season to remember. 💙🆙

[Deedy @deedydas]

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”

But he reveals he hasn’t backtested the idea.
So we did.

In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

[Ipswich Town @IpswichTown]

Ipswich Town 🤝 @premierleague.

WE'RE GOING UP AGAIN! ⬆️

[Ipswich Town @IpswichTown]

BLUE ARMY!

Wow.

[Futball Centa @futballcenta]

🚨🏴󠁧󠁢󠁥󠁮󠁧󠁿Portman Road turned into pure blue paradise!

Ipswich Town fans stormed the pitch, smoke, tears, and songs filling the air as the Tractor Boys finally returned to the Premier League🚜⚽💙

[Sky Sports Football @SkyFootball]

The changing room is lively at Portman Road! 🤩

[Ram Parimi @ramrparimi]

@ModernTreasury Congrats!!!! Awesome

[Ram Parimi @ramrparimi]

Lots to try in here , all helpful and better than doing it the “old way”

[Nav Toor @heynavtoor]

https://t.co/K9LITrqMXJ

[Ram Parimi @ramrparimi]

The hits keep coming , every day another thoughtful article.

[Nicolas Bustamante @nicbstme]

https://t.co/v7sot4WCI2

[Ram Parimi @ramrparimi]

The writing and thoughtfulness of all these articles written over the past week is remarkable. Maybe AI is sparking something inside of us.

[Finbarr Taylor @finbarr]

https://t.co/KRlTbtnA8A

[Ram Parimi @ramrparimi]

@dadiomov This is exciting! Congrats!

[sam lessin 🏴‍☠️ @lessin]

saas is dead
plg lead growth is dead
agent lead growth isn't a thing (lol)
it is all about narrative, trust, community

[Jack Abbott MP @jackabbott90]

'We're creating something very special right here in Suffolk'.

A landmark day as Halo, one of the biggest tech companies in the UK, establishes its global HQ in the heart of Ipswich.

This is a huge endorsement of our town as we attract new opportunities, jobs and investment.

[Ram Parimi @ramrparimi]

👀 on #12

[Samantha LaDuc @SamanthaLaDuc]

Apollo Global Management, Inc. just dropped their 2026 outlook. h/t @Samsilverman_

“The 14 macro trends every investor needs on their radar:

1. The 45-Million-Person Headwind Student loan payments restarted. Nearly 20% of the population just saw their disposable income shift. The "spend-at-all-costs" era is cooling.

2. A Widening K-Shaped Economy We're not in one economy - we're in two. Asset owners thriving on record highs. Lower-income brackets hitting savings exhaustion.

3. Student Loan Delinquency Spike It's not just about payments. It's about default risk rippling into auto loans and secondary credit markets.

4. The "One Big Beautiful Bill" Starting Jan 1, 2026: 100% immediate deduction on capital expenses. Projected to boost GDP by 0.9% alone.

5. AI Adoption Plateaus Hype cycle over. Adoption rates flattening as companies shift from talking about AI to the grind of actually integrating it.

6. The 60% Capex Concentration Mag 7 now spending 60% of operating cash flow on AI infrastructure. The entire market is betting on AI ROI.

7. Zero Growth in Non-AI Capex Outside the AI arms race? Flat. Traditional industries are getting capital-starved as every spare dollar chases GPUs.

8. The S&P 7 vs. The S&P 493 Margins expanding for tech giants. Declining for everyone else. If you're not an AI provider, you're facing a squeeze.

9. Data Center Construction Slowdown Physical limits reached. Power grid constraints and land scarcity are slowing builds. Power generation is the new bottleneck.

10. The 2026 Maturity Wall Massive wave of corporate debt coming due. A refinancing supercycle is moving billions from banks into private credit.

11. The Death of 10-Year Duration "Higher for longer" is here to stay. Investors fleeing long-duration bonds for floating-rate private credit and short-duration paper.

12. Institutionalization of Sports No longer "alternative." Sports is now a $2.5T institutional opportunity with recession-proof cash flows.

13. Foreign Demand for US Yield Despite trade tensions, foreign capital is flooding US private markets. The US remains the safe haven for AI-linked tech and quality yield.

14. Brief Stagflation Risk The Fed is watching a 1970s-style scenario: tariffs keeping inflation sticky at 3% while growth slows. Active management > passive indexing.”

Which trend are you watching closest heading into 2026?

[Alex Jones @alexnljones]

Some big #itfc ownership news yesterday.

A new man on the board, and a new group - with an eye on expanding into La Liga - joining Three Lions & Bright Path Sports as majority shareholders.

Who are Bob Gold and Clara Vista? I’ve had a look… 👇

https://t.co/7wNtV5sOoH

[Ram Parimi @ramrparimi]

@StockMKTNewz @TreasuryEdge @Futurenvesting @faststocknewss @LeverageETFs @LeverageShares @hamids @StockMarketNerd @WOLF_Bitcoin_ @AravSrinivas @LogicalThesis @stocksnipa @BullTradeFinder @OptionsMike @bclund @ThemesETFs @3vatronic @everytimeicash @Coolmark482 @KrisPatel99 @ParikPatelCFA @StockSavvyShay

[Ram Parimi @ramrparimi]

If ChatGPT doubled its price would you pay it?

[Rob Perez @WorldWideWob]

Wow.

[Bruno Faviero @Bfaviero]

Watching Ramp, Figma, Scale, and Palantir grow over the u years from a distance ...... my takeaway is that when a company is a "talent magnet" for the smartest people in your network, you should invest as much money as you can into it