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Ram Bhupatiraju

@RamBhupatiraju

11 Dec

@saxena_puru

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

Ram Bhupatiraju

@RamBhupatiraju

11 Dec

@CatanaCapital

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

Ram Bhupatiraju

@RamBhupatiraju

9 Dec

@StockDtective

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.

https://twitter.com/dhaval_kotecha/status/1336707927260991488

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.

@DavidGFool

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 🙏

Read 9 tweets

Ram Bhupatiraju

@RamBhupatiraju

8 Dec

@TMFJMo

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

Ram Bhupatiraju

@RamBhupatiraju

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

Ram Bhupatiraju

@RamBhupatiraju

7 Dec

@dmuthuk

🔟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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