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Ram Bhupatiraju Profile picture
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8 Dec, 7 tweets, 2 min read
Phenomenal "Investing Checklist" by John Rotonti of The Motley Fool.👏

One of the best and most comprehensive checklists I've ever seen.

fool.com/investing/2020…
The 10 main questions and the sub-questions in each are so well rounded and make you take a good 360deg view of the Business and it's industry.
Some of my fav ones.

On Growth ⬇️
ROIC and FCF ⬇️
On CEO ⬇️
On Risks ⬇️
John's Motley Fool profile. ⬇️

boards.fool.com/profile/TMFEar…

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
9 Dec
I was on the @StockDtective podcast recently and we packed in a lot of information, especially for newer and individual investors. Hope the listeners enjoy this one.

Huge Thanks to @dhaval_kotecha and @KermitCapital for having me on. 🙏

Below thread has some additional details.
Investing Journey

-On why I'm passionate about investing (Combination of Businesses, Numbers and Psychology)

-Journey so far, various phases and lessons from each.

-Investing Influencers.
Investing Influencers : On what I learnt from the great investors.

@DavidGFool is the only one I can tag here, and a huge thanks to him as always 🙏 Image
Read 9 tweets
Ram Bhupatiraju Profile picture
8 Dec
Investing Lessons that 2⃣0⃣2⃣0⃣ taught (or reinforced) to me. What a crazy year and a wild ride?🤯

Sharing with few FinTwit friends. @TMFJMo @Gautam__Baid @saxena_puru @BrianFeroldi @FromValue @dhaval_kotecha @richard_chu97 @adventuresinfi

(Sharing thoughts, not advice) Image
1⃣ On Market predictions

Back on Feb 19th, no one could predict that the Market would go down 35% over the next month.

On March 23rd, no one could predict that the Market would go up 60% over the next 8-9 months. Image
Market levels at any time depends on the news, sentiment, Interest rates, Money supply, Money in/out flows between various assets, and actions of thousands of big institutions and millions of people in real-time based on the facts and a whole lot of noise.
Read 34 tweets
Ram Bhupatiraju Profile picture
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).
Read 10 tweets
Ram Bhupatiraju Profile picture
6 Dec
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.
Read 5 tweets
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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

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