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Ram Bhupatiraju
@RamBhupatiraju
, 6 tweets, 3 min read Read on Twitter
An amazing blog for long term investors and fans of Buffett & Phil Fisher.

I couldn't find Raj's twitter handle to credit him for great work 👏. Thread below.

Plz share. 🙏
@iancassel @dmuthuk @Gautam__Baid @IntrinsicInv @ToddWenning @safalniveshak

scuttlebuttinvestor.com/article-index
His investing Philosophy.
There are only about a dozen articles in this Section, but so well written on topics like Moats, ROIC, Management and Mental models etc. Just terrific.👍
It's so good when you find blogs like these written from the heart, experience and with the intent of sharing knowledge. So different from the many websites we come across with click-bait material and random stock recommendations.
Check out the Reading List section too. Only 8 books in there but all great ones.

A couple of hours spent on this blog will have a decent ROIC for most investors on their time too. 😀Good Luck.

END.
Update : Raj is at @Scuttlebutt_Inv (Thanks @IntrinsicInv). Great blog. 🙏
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More from @RamBhupatiraju see all

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Ram Bhupatiraju
@RamBhupatiraju
Re-reading this great post on @MicroCapClub by Rod Maciver. So many great lessons in here. Few of my fav points in the thread below. Part 3 is just amazing.👏

@iancassel @iddings_sean @dmuthuk @Gautam__Baid @ToddWenning @FocusedCompound @chriswmayer

microcapclub.com/2015/05/i-pass…
"In 1982, I passed on $BRK.A, which was trading at $97, because I thought it was too expensive. The price represented a 50 % P/E and P/B premium to the broad mkt. I’ll wait, I thought, until it hits $60. I’m still waiting". Today it's at $317,000.
1)Lesson 1 :About investing in high quality companies for the long term

"The role of financial markets is to take money away from mediocre and under-performing companies and put it in stable, growing, high return on capital companies."
Read 11 tweets
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Ram Bhupatiraju
@RamBhupatiraju
Great link with backgrounds and philosophies of some successful Indian investors.

Some of my fav quotes in the thread below.👇

@dmuthuk @Gautam__Baid @iancassel @ToddWenning @investing_city @saxena_puru @safalniveshak @awealthofcs @chriswmayer

forbesindia.com/article/boardr…
Article is 5 yrs old, but I don't think these are the sort of investors who change their style/strategies that frequently.

Very minor edits done, to put the quotes in context and fit the format here. So here we go. 👍
“I invest in businesses that have enduring competitive advantages and scalable business models run by owners who are both honest and competent. Businesses that generate so much cash they usually don’t need much debt, and there is little financial risk.”

-Sanjay Bakshi
Read 18 tweets
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Ram Bhupatiraju
@RamBhupatiraju
This was a great episode with many interesting topics. 👏 @investing_city and @IntrinsicInv

Some of my favorite takeaways, mixed with my own understanding/thoughts.

Thread.👇

1/8
When analyzing a Company that has a current moat or high ROIC, ask questions that will help you better answer how this Company is going to maintain or increase it's competitive advantages and preserve/grow Cash flows.

2/8
A Legacy moat isn't worth much if their products/services aren't going to be as relevant in the future.

3/8
Read 8 tweets

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