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Ram Bhupatiraju Profile picture
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4 Nov, 4 tweets, 2 min read
"How To Invest Like Warren Buffett" - Nice doc by Gavin Ross (Australian firm). 👏

Of course, we can't invest like Buffett, but there's a lot we can learn from him to improve our process & results.

CC: @Gautam__Baid @dmuthuk

My fav points below.⬇️

gavinross.com.au/wp-content/upl…
Main points. ⬇️
Fav pts, part1. ⬇️
Fav pts, part2. ⬇️

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
3 Nov
"A Simple Guide to Your Company's Financial Statements" - Excellent document by Mastercard to help Small Business owners understand the importance & structure of Financial statements. Equally useful document for investors. 📊👍

@dmuthuk @Gautam__Baid

mastercardbiz.com/content/upload…
Long-term investors get the best results when they think from a Business Owner's perspective before buying a Stock and while holding.

This document has good/simple explanations of what each statement records, what it shows and doesn't show.

Income Statement ⬇️
Balance Sheet ⬇️
Read 6 tweets
Ram Bhupatiraju Profile picture
2 Nov
Yes, a very valid predicament @IrnestKaplan especially with the current valuations.

SW/SaaS Companies usually have few advantages.
-A very high Gross Margin that affords them to spend in other areas.
-No Debt (or very low amount) saving them the interest.
However careful evaluation has to be done if the ongoing expenses for

-R&D is resulting in great Products/Services widening their Market leadership.
-S&M is resulting in acquiring higher value Customers, lowering churn and increasing stickiness.
-G&A is trending down with scale.
The company has to be trending towards Market leadership in an important and growing TAM, while the Management is executing well and building some type of moat.

In these cases, at some point the operating margins and FCF/Sales for good businesses could reach 25% or more.
Read 5 tweets
Ram Bhupatiraju Profile picture
28 Oct
"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)
Read 7 tweets
Ram Bhupatiraju Profile picture
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
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

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