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 🙏
On the broad principles I operate by, before we go into details ⬇️
On my (current, but always evolving) Research process ⬇️
We then dived into some topics like

- Portfolio Management

- Some of my favorite Companies (or types of Co's).

- On some stocks I would be comfortable holding even if the Market shut down for 5 years.
Some Book recommendations ⬇️
On some general advice for Beginners ⬇️
Hope the listeners find some useful information in all this.

(Usual disclaimer : This is not to be treated as direct Financial advice. Stocks discussed are for information purposes only.😀)

/END.

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More from @RamBhupatiraju

13 Dec
Excellent blog with Book Reviews and some long-form essays. h/t @DuaMandhir 👏

cc: @dmuthuk @Gautam__Baid

Thread below with some of my fav books/reviews. ⬇️

mandhirdua.com/book-reviews?b…
The little Book that builds wealth - Pat Dorsey

mandhirdua.com/book-reviews/f…
The Most Important Thing - Howard Marks

"Success in investing lies in having a contrarian approach to understand value, risk, cyclic nature of markets and most importantly human psychology".

mandhirdua.com/book-reviews/f…
Read 9 tweets
11 Dec
Investing is more fun & rewarding when you understand the story of the Company, have your own thesis, and know what to follow along (even before Financials & stock prices).

Sharing with few FinTwit friends.

@saxena_puru @richard_chu97 @FromValue @adventuresinfi @dhaval_kotecha
Here are🔟of my holdings

The slide that best captures what the Company has done and trying to do going forward and

My simplified thesis for buying/holding them.

Feel free to add your thesis for any of these.

$V $ISRG $MELI $SQ $TWLO $DOCU $ETSY $TDOC $MTCH $TCEHY (not recs)
$V (long since 2009)

Worldwide & decades long movement from Cash to Electronic/Digital payments. E-Commerce and Mobile wallet adoption & partnerships help even more.

If the blockchain applications catch up and V/MA can't adopt those solutions, that's when I'll be worried.
Read 17 tweets
11 Dec
Excellent article on Behavioral Finance.
h/t @CatanaCapital 👏

A very useful topic to be aware of, especially when there's a lot of exuberance in the Markets (like now, in few sectors and IPOs/SPACs...👀).

catanacapital.com/blog/behaviora…
The best long-term results in the Markets are achieved, when you moderate your behavior (and have a good plan and stick to it), instead of your actions/moods entirely being influenced by the Market cycle, like this guy below.👇
Good and simple explanations of some of the behavioral biases in the article.
Read 8 tweets
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)
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.
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
8 Dec
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 ⬇️
Read 7 tweets
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

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