"5 Books That Changed My Life As An Investor". Excellent article by @EconomyApp.👏

1) One Up On Wall Street
2) Common Stocks and Uncommon Profits
3) The Most Important Thing
4) 100 Baggers
5) Motley Fool Investment Guide

seekingalpha.com/article/438121…
Loved the article since it clearly explains the reasons on why they influenced his investing strategy along with including some highlights from each book.

Good info for beginner & long-term (business focused) investors.

Below are some clipped highlights for each book.⬇️
1) One Up On Wall Street (Peter Lynch)
2) Common Stocks And Uncommon Profits (Philip Fisher)
3) The Most Important Thing (Howard Marks)
4) 100 Baggers by @chriswmayer👏. One of the most useful books for individual/long-term investors.
5) The Motley Fool Investment Guide (David & Tom Gardner).

Some of @DavidGFool's timeless wisdom. 👏

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More from @RamBhupatiraju

26 Oct
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…
Read 6 tweets
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
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
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
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
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

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