Thread by @RamBhupatiraju

On Seeking Alpha, "Integrator" (not sure about Twitter presence) is one of my favorite authors along with
@FromValue
@andrescardenal
@EconomyApp
Bert Hochfeld
👏👏

Few of my fav articles of his.

1⃣ The 5 Elements That Make For An Outstanding Business

seekingalpha.com/article/435687…

2⃣ On Lessons from Buffett.

-Seek Economic Moats in any investment
-Having an awareness of your circle of competence
-Investing for the ultra long term
-Take advantage of a bargain hiding in plain sight
-Preservation of Capital, Above all

seekingalpha.com/article/436733…

3⃣ 5 Common Mistakes In Evaluating High-Growth Companies

-It has already gone up so much.
-Fearing short interest
-Fearing future Competition
-Fearing stock dilution due to secondary offerings
-Fearing current losses

seekingalpha.com/article/437064…

4⃣ Ways Investors Cheat Themselves Out Of Long-Term Wealth Creators

-This business doesn't make any money!
-Thinking that you're too late
-Stock volatility
-High Valuation
-About Voting rights
-Aversion to 'averaging up'

seekingalpha.com/article/435835…

5⃣ The 5 Important Rules For Surviving A Major Economic Downturn

-Strong cash reserves
-Low debt levels
-Good cash flow generation
-An absence of secular headwinds
-Transparent and easily understood businesses

seekingalpha.com/article/433695…

6⃣ 5 Important Lessons From The 'Tech Selloff' (Sep 2020)

-Valuation has, and always will matter
-Declines need to be put in to longer-term context
-Focus on fundamentals, not stock price movements
-Resist the temptation to exit winners
-Focus on quality

seekingalpha.com/article/437435…

7⃣ What I've Learned From 5 Years Of Running A Growth Portfolio

Owning Sustainably Growing Businesses Pays
Value enhances growth
1st In Any Position Is The Hardest
Dominant Emerging businesses Can Be Very Powerful

seekingalpha.com/article/438445…

8⃣ Observations From A 20-Year Journey

-Making mistakes early
-Understanding where high yield traps lurk
-Developing conviction in your investing style
-Battle harden your approach
-Stay the course

seekingalpha.com/article/430890…

9⃣ Mistakes Not to Make In A Bear Market

-Don't sell your winners too early
-If you invest during difficult times, do so with high conviction
-Not Diworsifying
-Avoid margin lending
-Not giving up my 'long-term market outlook' advantage

seekingalpha.com/article/433103…

🔟The Most Important Secular Trends And How To Play Them

-On-premise enterprise infrastructure to the cloud
-Physical payments to digital payments
-Physical commerce to e-commerce
-Linear TV to online content

seekingalpha.com/article/429515…