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Ram Bhupatiraju Profile picture
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23 Oct, 6 tweets, 4 min read
Good blog that I came across for growth investing "New Academy of Finance".👍

Well written articles on few concepts & lists of stocks for further research. (No affiliation, just sharing.)

@saxena_puru @richard_chu97 @FromValue @JonahLupton @BrianFeroldi

newacademyoffinance.com/how-to-find-gr…
Finding great companies with Network Effects.🕸️

Network Effects of the Digital Economy
#1 Direct network effects
#2 Marketplace network effect
#3 Platform network effects
#4 Data network effects

newacademyoffinance.com/companies-with…
Top 8 technology trends accelerating due to COVID & the stocks to benefit from it. 📈

#1 cloud adoption
#2 E-Commerce
#3 contactless/digital payments
#4 Digitalization of workflow solutions
#5 Digital entertainment
#6 online Ads
#7 AR/VR
#8 Health Tech

newacademyoffinance.com/top-technology…
5 Key Financial Ratios to identify Good Growth Stocks.

#1 Double-digit growth in Revenue
#2 Growth in Op margins
#3 Low net debt to equity ratio
#4 Strong Free Cash Flow generation
#5 Strong ROIC

newacademyoffinance.com/key-financial-…
4 stocks with more than 80% recurring revenue owned by Gurus.

$ADBE $ECL $NFLX $CHGG

newacademyoffinance.com/recurring-reve…
Top 20 SaaS Stocks: Which are those with strong Gross Margins and Revenue Growth?

$CRM $NOW $CRWD $RNG $ZS $HUBS $NET $ZEN.....

Part2 :
newacademyoffinance.com/saas-stocks-pa…

Part1 :
newacademyoffinance.com/saas-stocks-pa…

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
23 Oct
Excellent presentation by Howard Marks based on his book "Mastering The Market Cycle".

There's a lot to be learned from his writings, especially on how to model your behavior during times of excessive fear or optimism in the Mkts.

@dmuthuk @Gautam__Baid

calpers.ca.gov/docs/board-age…
Few of the best and most illustrative slides.👏

What happens on the way up. ⬆️
What happens at the Top. 🏔️
Read 5 tweets
Ram Bhupatiraju Profile picture
19 Oct
#SaaS week, Ep7⃣. Ending the SaaS week with this excellent document "Transforming your SaaS Business" from KPMG, that deep-dives into lot of related concepts and metrics. 👏

@Gautam__Baid @saxena_puru @richard_chu97 @BrianFeroldi @FromValue

assets.kpmg/content/dam/kp…
It's probably the best & most comprehensive/useful SaaS document I've come across so far.

Although it's geared towards the operating Co's, it also has tons of goodies to learn for Public Mkt investors who are heavily invested in this Sector or wants to learn more. 👍
Main (Delivery) differences between On-premise & SaaS.
Read 12 tweets
Ram Bhupatiraju Profile picture
16 Oct
#SaaS week, Ep5⃣. My SaaS journey, scorecard & lessons learnt. Oh yeah! My original & current thesis for my SaaS holdings too.

Sharing with few (SaaS) friends🙂.
@TMFJMo @saxena_puru @FromValue @richard_chu97 @BrianFeroldi @adventuresinfi @7Innovator @dhaval_kotecha

Scorecard⬇️
SaaS Journey ⬇️

2008 : The first Cloud/SaaS company I came across in the Market was $CRM (obviously), back in Dec'08 when it was at split adjusted $6.
Cloud has been a buzz word in Media for 2 years by then, but being a new investor, I didn't want to research a new trend when pretty much everything else (many strong/stable/profitable co's) was available for very low prices due to GFC .
Read 24 tweets
Ram Bhupatiraju Profile picture
15 Oct
#SaaS week, Ep4⃣. Nice presentation by @saasoptics on SaaS KPIs.👍

Although the presentation is geared towards SaaS Companies, it goes thru the purpose & definitions of some key SaaS metrics and why investors care about them.

saasoptics.com/wp-content/upl…
On Revenue growth metrics.
On the precursor to Revenue -> Lead Generation and Pipeline Conversion.
Read 5 tweets
Ram Bhupatiraju Profile picture
14 Oct
#SaaS week, Ep3⃣.

Excellent presentation by @AlbionVC👏on framework for evaluating SaaS companies. Goes thru some of the qualitative criteria and the related metrics/analysis. Lot of useful info for Public market investors also.

albion.vc/sites/default/… Image
1. Does the company provide a valuable service to its customers? Image
2. Is the business model sustainable? Image
Read 12 tweets
Ram Bhupatiraju Profile picture
13 Oct
#SaaS week, Ep2⃣.

Excellent White paper by @jwangARK👏@ARKInvest about the journey of SaaS so far, reasons for recent acceleration and the outlook for next decade. (I missed this when it came out in Aug).

@saxena_puru @Gautam__Baid

research.ark-invest.com/hubfs/1_Downlo… Image
One of the clearest explanations I've seen of the SaaS model benefits to the Customers and the operating Companies. Image
Nice detailed explanation on these 5 reasons for accelerating SaaS adoption. Image
Read 5 tweets

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