Hema Parmar
speaker
60 appearances
3 recordings
1 series
first heard May 2026
last heard 31 Jul
Hema Parmar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.
Appearances
They're worried about the valuations that they're seeing.
So they do partake in some AI investments.
They are a buyer of Samsung, which has worked out really well for them.
But a lot of their portfolio.
and other things like consumer, financials, industrials.
And some of those stocks, some of those trades really aren't working as well as they would hope.
Some of them, the firm says to investors, is potentially being unfairly considered an AI loser.
And now it saved them then.
Investors may be hoping if there's a correction in the future, it'll save them today.
Absolutely.
Bill Ackman taking a pretty sizable stake in Microsoft, more than $2 billion worth, making it his fourth biggest holding.
And this is a stock that fell a great deal in the first quarter.
So he may have been buying up these shares at attractive prices.
But he believes that Microsoft is stronger and a lot more resilient than investors are out there believing.
He thinks Microsoft's 365 suite
with Word and Excel are two of the most valuable franchises in enterprise tech.
So really bullish sentiment from Bill on Microsoft, but that's not what everyone's thinking.
Absolutely.
So it's really interesting when you see these divergences.
So Tiger Global and CodeTwo slashed their stake in Microsoft by more than half.
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