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Ram Bhupatiraju Profile picture
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8 Oct, 4 tweets, 3 min read
Excellent article - "34 Investment Strategies and Rules to Make You a Better Investor". h/t @KenFaulkenberry👏

Plenty of good points & reminders here for business focused long-term investors.

@dmuthuk @Gautam__Baid @saxena_puru

arborinvestmentplanner.com/34-investment-…

My fav pts. 👇
Another good article - "Quality Investing: Characteristics of Quality Companies"

✔️Good Management
✔️Strong Balance Sheet
✔️Enterprise Life Cycle
✔️Economic Moat
✔️Dividend Paying Stock (doesn't have to be)
✔️Earnings Stability
✔️Operating Efficiency

arborinvestmentplanner.com/quality-invest…
Very good article about Dividend investing- "Dividend Stocks Analysis Checklist".

arborinvestmentplanner.com/dividend-stock…
It's so easy to fall into Dividend (& Value) traps when we focus only on the stock price & few Dividend related metrics and not enough on

-Understanding the actual business
-Earnings quality
-Financial strength
-Competitive strengths and
-Future outlook.

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
8 Oct
The @IntrinsicInv blog by the Ensemble Team is such a gold mine for nuanced explanations of many fundamental investing concepts. 👏

I learned a lot over the years from the wonderful writings of Sean, @ToddWenning, Paul and Arif. 🙏

intrinsicinvesting.com
Last December, I went binge reading on their entire blog posts starting from Dec 2015 (for any articles I missed reading before that)

Below are some of my favorite posts (along with my notes).

1. VALUE, GROWTH & INTRINSIC INVESTING

intrinsicinvesting.com/2016/01/05/val… Image
2. FINDING THE RIGHT MIX OF VISIONARIES AND OPTIMIZERS (CEOs)

intrinsicinvesting.com/2018/10/04/rig… Image
Read 7 tweets
Ram Bhupatiraju Profile picture
6 Oct
2⃣0⃣2⃣0⃣ Execution Champions.🏆

Some businesses that have been a delight to watch this year.

What other biz surprised you with their resilience, execution & results this year?
@saxena_puru @BrianFeroldi @FromValue @TMFJMo @JonahLupton @7Innovator @adventuresinfi @7AustinL Image
Portfolio positions in dotted lines, while the rest are from my Watchlist.

Keeping aside the day-day price movements & arguments about their valuations, we have to zoom out & appreciate how well these Co's adapted, executed & delivered outstanding business results this year.
Some Businesses like followed by , , , delivered some of the best qtrly results we'll ever see.

Other Businesses like , , , picked up a lot of users that will be effectively monetized in the future.
Read 13 tweets
Ram Bhupatiraju Profile picture
4 Oct
Excellent curation of Howard Marks' memos by the amazing @BlasMoros 👏

While the actual investing methods of H.Marks are not applicable for most investors, his writings on Market cycles & Investor psychology are invaluable.🙏

@dmuthuk @Gautam__Baid

secureservercdn.net/166.62.107.55/…
Some of my favorite parts.

What are some of the recurring mistakes investors make? 👇
His classic pendulum analogy for the Market cycles.
Read 11 tweets
Ram Bhupatiraju Profile picture
2 Oct
Excellent blog for those who love Finance & Investing Book summaries. 📚👍

@dmuthuk @Gautam__Baid @saxena_puru @iancassel

Money & Finance summaries ⬇️
jsilva.blog/book-summaries…
Biographies & Memoirs summaries ⬇️

jsilva.blog/book-summaries…
Business & Leadership summaries ⬇️

jsilva.blog/book-summaries…
Read 11 tweets
Ram Bhupatiraju Profile picture
26 Sep
"The Wisdom of Intelligent Investors" - Great compilation by @safalniveshak👏on insights from some of the best investors out there. Makes for an excellent weekend reading.

@dmuthuk @Gautam__Baid

…31jz0lglwdu48.wpengine.netdna-cdn.com/wp-content/upl…
Excellent range of Topics 👇
From Sanjay Bakshi
Read 6 tweets
Ram Bhupatiraju Profile picture
25 Sep
Excellent document on various types of Financial Analysis.📊

Many important and useful points for individual investors also, with explanation of various concepts and terms.

corporatefinanceinstitute.com/resources/know…
Good YouTube video of the same.

Simple explanations of the first 10 topics.

Vertical Analysis : To see how well the company is performing and benchmark against other companies in the same industry.

Horizontal Analysis : To determine if a company is growing or declining, and identify important trends.
Read 6 tweets

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