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Ram Bhupatiraju Profile picture
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26 Oct, 6 tweets, 2 min read
Three pretty good articles on Medium by investBETA👏 on Financial Statements, Financial Ratios and Capital Allocation. Very useful info for beginners.✅

1.The Three Financial Statements: A Beginner’s Guide to Accounting

medium.com/investbeta/the…
Key Takeaways from the Financial Statements article.
2.The World of Financial Ratios

-Profitability Ratios
-Activity (Turnover) Ratios
-Liquidity Ratios
-Solvency Ratios
-Valuation Ratios

medium.com/investbeta/the…
Key Takeaways from the Financial Ratios article.
3. Capital Allocation

-Maintenance Expenses
-Internal Growth Projects
-Reducing Debt
-Acquisitions
-Stock Buybacks/Dividends

medium.com/investbeta/cap…
Key Takeaways from the Capital Allocation article.

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
23 Oct
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…
Read 6 tweets
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

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