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Ram Bhupatiraju Profile picture
@RamBhupatiraju
Oct 8, 2020 • 7 tweets • 4 min read • Read on X
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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
3. THE MANY WAYS TO MORTGAGE A MOAT

intrinsicinvesting.com/2019/02/11/man… Image
4. PREDICTING THE LONG-TERM IS EASIER THAN PREDICTING THE SHORT-TERM

intrinsicinvesting.com/2016/11/14/pre… Image
5. THE RISK OF LOW GROWTH STOCKS

intrinsicinvesting.com/2019/04/04/the… Image
Many more great and interesting articles on the blog about

- ROIC
- Moat Analysis
- Idiosyncratic Companies
- Hyperbolic discounting....

👍

/END.

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
Jan 20, 2023
Still here.🙋‍♂️Just got busy with some non-investing aspects of my life over the last few months.

As painful as 2022 was, it also gave me an oppty to slowly add to existing or new pos at prices I expect to fondly look back on few yrs down the lane.

Few examples (not recs) ⬇️
$MDB : Before the crash, it was X shares at avg price of $208. Now it's 5X shares at avg price of $226

$AXON : Started in 2022 with multiple adds, with current avg of $120

$ALGN : Before the crash, it was X shares at avg price of $210. Now it's 2.5X shares at avg price of $222
$MELI : Added at $680, first add to the position since 2014.

$META : Added at $92, first add to the position since 2016.

$AMZN : Added at $95, first add to the position since 2018.
Read 11 tweets
Ram Bhupatiraju Profile picture
Nov 17, 2022
"Advanced Financial Statement Analysis" - Excellent document by Investopedia that's equally useful for beginners and experienced investors.

@dmuthuk @Gautam__Baid @saxena_puru

Some of my fav sections in the thread below⬇️

grahamanddoddsville.net/wordpress/File…
How Capital flows thru the Business⬇️
Basics of Cash Flow activities ⬇️
Read 9 tweets
Ram Bhupatiraju Profile picture
Oct 6, 2022
Good doc by PWC on "Basic understanding of a company's Financial statements". Useful stuff for beginners.

pwc.com/jm/en/research…
Few important slides from Balance sheet
Income Statement ⬇️
Read 6 tweets
Ram Bhupatiraju Profile picture
Sep 30, 2022
Excellent document on Behavioral Finance that I often refer to.

tilsonfunds.com/TilsonBehavior…

Common Mistakes ⬇️
Some very useful tips on how to use Behavioral Finance to improve your process and results. ⬇️
List of good books on the topic. ⬇️
Read 4 tweets
Ram Bhupatiraju Profile picture
Sep 22, 2022
Slowly setting my cash on fire again this week.

Small adds to existing pos
$META (Social is done)
$NOW (Who needs IT monitoring anyway?)
$ALGN (Everyone from now one will have perfectly aligned teeth)
$SQ (hey guys, focus plz, actually)
$MDB (Recession will kill need for DBs).
Kidding aside, the next few qtrs are highly uncertain from a lot of aspects, but not all Cos are the same when it comes to credit dependence for capital stack/customer demand...
..cyclicality and severity of business impact during an actual recession, runway for core growth post any recession, ability to use this period to acquire smaller competitors etc.
Read 7 tweets
Ram Bhupatiraju Profile picture
Sep 18, 2022
I love investing quotes so much, that I tried coming up with 10 of them incorporating lessons for the current situation. Let me know if any of these resonate with you and which one's your fav
1⃣ The time of maximum pleasure (from all those recent/quick big gains) could actually be the time of maximum risk (when the forward R/R could be quite unfavorable).
The time of maximum pain (from all the recent losses & negative headlines) could actually be the time of maximum potential (as long as you're investing in high Quality Cos at attractive prices for a long-term hold).
Read 15 tweets

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