Excellent article on "Investing Mistakes".
h/t @basrars & Altais Advisors. 👏

1⃣ Selling good businesses too early
2⃣ Going down the Quality curve
3⃣ Waiting for a little lower price to buy
4⃣ Failing to consider overall market change and its impact

altaisadvisors.com/some-mistakes/
5⃣ Not experimenting enough in the portfolio
6⃣ Having a very large cash allocation
7⃣ Holding on to the non-performers for too long
8⃣ Thesis change, market view changes
9⃣ The need to be Contrarian
🔟Focusing on macro

I'm guilty of making most of these mistakes in the past.🤦‍♂️
Investing advice is very subjective as it depends a lot on the specific investor's goals, capabilities, time horizon, risk tolerance etc. but these are some great lessons for business focused long-term investors in individual stocks.
My fav points. Pt1 ⬇️
Pt2. ⬇️

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More from @RamBhupatiraju

7 Dec
🔟fantastic lessons for long-term (individual) investors from Peter Lynch.

h/t Capital Ideas Online. Original source :"The Great Investors" book by Glen Arnold.

cc: @dmuthuk @Gautam__Baid

1. Know the Facts
2. Diversify With Care
3. Accept Fluctuation

capitalideasonline.com/wordpress/less…
4. Avoid the Latest Fads
5. Consistency
6. Bucking the Trend
7. Pay No Attention to the Science of Wiggles (Charts)
8. Do Not Try to Predict Short-term Ups and Downs in the Market
9. Pulling the Flowers and Watering the Weeds
10. No Derivatives
My fav parts in the thread below. Comments in ( ) are mine.

1. Know the Facts (understanding your Companies well). Image
Read 10 tweets
5 Dec
Excellent compilation of Forbes articles on Warren Buffet from 1969 to 2000s. h/t @valuewalk 👏

@dmuthuk @Gautam__Baid

valuewalk.com/wp-content/upl…
Reading articles from the actual period (instead of books written after he was already widely famous) provides more interesting details on how his investing process evolved over the decades..
->Pure Balancesheet & Valuation based investing(50s/60s)

-> Purchases based on Intangibles/Brands & Moats (70s)

-> Convertible Stocks (80s)

-> Acquiring overall Companies (90s onwards)....
Read 11 tweets
4 Dec
Nice article on "Beginner's Guide to Investing in Stocks". Some good points in there for beginners and experienced investors as well. 👍

investinganswers.com/articles/begin…
Different people have different things to share and different things to learn.

Below are the points I found interesting and useful.👇
Loved this section on "Check and re-check your reasons for owning a stock".
Read 4 tweets
2 Dec
"Not Learning From Investing History Can Be Hazardous To Your Wealth" - Excellent article by Gary Mishuris.

Portfolios & Markets being at ATHs is great, but it's also a time to reflect, practice caution, performing quality control & some risk management.

behavioralvalueinvestor.com/blog/2018/10/3…
Article goes thru the backdrop and lessons from

The 1920s and the Great Depression

The 1960s and the “Nifty Fifty”

The 1990s and the Tech Bubble

The Housing Bubble and the Great Recession

The Current Investing Landscape (article from Oct 2018, further elevated now)
Some good quotes

"Investment theses were formulated that described only the quality of the business and its growth prospects, but made no mention of the price and why it offered an attractive return."
Read 13 tweets
1 Dec
Pat Dorsey's "The Five Rules For Successful Stock Investing" is probably a Top 5 investing book in my opinion (for long-term investors in individual stocks).

Here's an excellent summary by Amey Chheda @FinMedium 👏

My fav parts in the thread below.

finmedium.com/2020/06/summar…
Basic Principles of Investing 💡
Five Rules of Successful Stock Investing ✅
Read 8 tweets
29 Nov
"The Investopedia Guide to Wall (Street) Speak" - Excellent reference material for Beginner to Intermediate investors.👏

Sharing widely.
cc: @dmuthuk @saxena_puru @Gautam__Baid @BrianFeroldi @FromValue @richard_chu97

(Download on Mobile might be slow)

1.droppdf.com/files/sg022/th… Image
Wide range of topics on Investing, Fundamental/Technical Analysis, general Market knowledge and much more.

Each term has a general explanation and an Investopedia explanation.👍

Some of my fav explanations below.
Accrual Accounting Image
Read 12 tweets

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