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Ram Bhupatiraju Profile picture
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Jan 10, 2020 • 3 tweets • 2 min read
#flashbackFriday Just a fun look at @jimcramer's original CANDIES basket, made in early June 2010.

Chipotle (516%)
Apple (720%)
Netflix (2076%)
Deckers (250%)
Intuitive Surgical (444%)
Express Scripts (85%)
Salesforce (707%)
vs S&P 500 (210%)

@MadMoneyOnCNBC @charliebilello Image
Most entries absolutely trounced the S&P 500, with the exception of DECK (that had some major gains recently, and still beat S&P) and ESRX (that got acquired in Dec 2018).

Each of these companies had some major business/stock hiccups along the way, but emerged victorious. 🏆
It's amazing what a combination of a relentless 10+ yrs Bull Market, good economy, and some exceptional companies (with great Mgmts) creating/leveraging the major trends can do. ✌️

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
May 9
Did some panic buying today.

$ROKU at $87
$MDB at $263
$SQ at $81.50
$SE at 63
$NET at $57.30
$SBUX at $73.50

I know I know. NGMI.

In 3-5 yrs, I'll either look back fondly for buying at these prices or I'll learn some painful lessons. I'm ready Mr. Market.
One can lose their mind trying to guess all the non-business reasons for such severe drawdowns in many of these growth Cos especially in the last few days.

-Any funds blowing up?
-ETF outflows based on price action?
-Momentum trades towards the downside?
I have zero idea and not going to spend much energy trying to guess.

All I can control is my own behavior and actions.

-keeping calm
-staying away from leverage
-not straying away from my LT process (aligned to my individual portfolio goals)
Read 7 tweets
Ram Bhupatiraju Profile picture
May 6
$MELI "BEAST MODE" is what came to mind after going thru the report. 👏

One of those rare Ecommerce Cos still putting impressive growth (31% GMV, 44% Commerce Rev) on top of some insane comps.
Increasing amount of Services and Take rates in both Commerce & Fintech (w/o alienating Merchants/Users) is always good to see.
I haven't dug into their Credit products much. While currently contributing a lot to growth, hoping it's well balanced with Risk/Reward.

Higher interest rates & credit cycles can be nasty if not dealt carefully (at least for perception & stock price) if not for the actual biz.
Read 7 tweets
Ram Bhupatiraju Profile picture
May 5
There's no way NASDAQ is going to drop by 700pts like that and I'm sitting here like a deer in the headlights doing nothing.

Stepped up and added to few of my fav existing positions (not recs).⬇️

$MDB at 314
$DDOG at $108
$ALGN at $281
$AXON at 98 Image
$MDB and $DDOG are both well executing business in the cloud infrastructure whose surface area is only getting bigger this decade with many more customers to capture, products to introduce and keep that DBNR high.
$ALGN and $AXON are dominant businesses in their niches, profitable with no balance sheet risk, and run by good Mgmt. team with plenty of growth ahead. Trading at the lower valuation range of recent years.
Read 14 tweets
Ram Bhupatiraju Profile picture
Apr 22
"When the facts change, I change my mind. What do you do, Sir?" - John Maynard Keynes

"When stocks are being continuously beaten down due to the same old Macro headlines/fears, I get curious and slowly DCA into my fav Cos to hold for the LT. What do you do, Sir?" - Not Keynes
Added to existing positions of $CRM & $U today. Neither of these Cos is going away anytime soon from a fundamentals & competitive perspective. Valuations are attractive from a historical perspective (yes they can go down further due to Macro and ER reactions...).
Yes, Cos dealing with changing customer trends & demand, high competition, reliance on Capital markets (for debt/stock issuance, also high stock price to retain employees/morale) will have problems they need to manage in the next few Qtrs...
Read 4 tweets
Ram Bhupatiraju Profile picture
Apr 21
Got my shopping cart out after a 5 week buying hiatus.

Between yesterday and today added to existing positions of $MTCH $ETSY $COIN $DDOG $UPST (not recs - as you might know, all of these are being referred to as shitcos these days).
Based on current prices, others that look tempting (again, not recs) :
$ALGN $ROKU $SE $SQ (holdings),
$ADYEY $IDXX $MASI $TREX $NVDA (Watchlist). Watchlist might get wider if indexes crack.
This earnings season might be one of the craziest in recent times, will lot of missed expectations, crazy excuses (some reasonable ones) & wild post ER reactions.

So planning to save majority of the buying $ for post earnings fireworks (after analyzing each Cos results)
Read 15 tweets
Ram Bhupatiraju Profile picture
Apr 21
Good presentation for beginners on "Financial Statement Analysis". h/t @Dividend_Growth 👏

Some important slides in the thread below.

slideshare.net/AndrewLi65/fin…
Components of Cash Flow Statement ⬇️
Activity/Turnover Ratios ⬇️
Read 6 tweets

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