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Ram Bhupatiraju Profile picture
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16 Dec, 7 tweets, 2 min read
Good refresher document on
✔️Basics of the three Financial statements
✔️Financial Statement Analysis (cross sectional & time-series based)
✔️Financial Ratios & correlations
✔️DuPont Analysis, ROE & components.

This stuff matters in normal Markets.😉

pearsoncanada.ca/media/highered… Image
Balance sheet 👇 Image
Income Statement 👇 Image
Cash Flow Statement 👇 Image
Some Financial Ratios 👇 Image
ROE Breakdown 👇 Image
Some of these terms change based on the Countries, Accounting standards used and obviously based on the specific industry, but this is a good document overall with useful info, especially on the correlations between the Financial Ratios.

/END

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
18 Dec
Time for a Scorecard📊and thesis📑updates for purchases done in Feb/Mar 2020. Last review done in late April. How far things have come since then.😯

Not taking any drastic actions, other than few sells in fully valued, slower growth Co.'s. Image
Events since then
✔️Co's reporting two Qtrly reports
✔️Accelerating growth for few sectors
✔️Understandable problems for few others
✔️Crazy run-ups & valuations in the last 9 mo's, supported by biz growth in some cases, but mostly due to Monetary factors & Investor enthusiasm...
I usually buy for two scenarios

1⃣Leading Co's within strong secular trends, that also have strong Management Teams and solid Financials (Rev growth, Profitability or improving Margins/FCF prospects, no balance sheet risk...).
Read 13 tweets
Ram Bhupatiraju Profile picture
17 Dec
Excellent article by @CBinsights on #SPACs. 👏

✔️The basics
✔️Why now? For Private Companies & Investors
✔️Challenges & concerns
✔️Looking ahead

The article clarified few things well for me.👍

cbinsights.com/research/repor…
How it works👇 Image
Benefits (in the ideal case of course) for the parties involved 👇 Image
Read 10 tweets
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
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 🙏
Read 9 tweets

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