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Ram Bhupatiraju Profile picture
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27 Dec, 8 tweets, 3 min read
Just sharing this great blog "The Good Investors - Singapore" & some of my fav articles. (Not sure if they are on Twitter).

Very interesting/useful stuff for individual, long-term investors.👏

@saxena_puru @Gautam__Baid @dmuthuk

1⃣ 17 Investing Lessons

thegoodinvestors.sg/saying-goodbye…
Pts from above article.
2⃣ 24 Things Every Investor Should Know About Investing (To Become Better)

Some great pts on
✔️Market facts
✔️Investing psychology
✔️How to invest

thegoodinvestors.sg/things-every-i…
3⃣ Seven Timeless Investing Rules For Stocks

thegoodinvestors.sg/my-7-timeless-…
4⃣ Investment Framework

thegoodinvestors.sg/my-investment-…
5⃣ How To Find Multi-baggers? 👏👏

✔️Potential market opportunity
✔️Clear path to profitability
✔️An enduring moat
✔️Management that can execute
✔️Comparing current market cap with the potential market cap

thegoodinvestors.sg/how-to-find-mu…
6⃣ The Key Mindsets You Need To Invest Well

thegoodinvestors.sg/the-key-mindse…
Main pts compiled from some of the above articles. 👇

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
27 Dec
Excellent in-depth article about Moats by @CBinsights👏

Studying the Moats/Management (real engines behind enduring growth & returns of great Co's over time) is a fascinating subject.
@richard_chu97 @saxena_puru @FromValue @dhaval_kotecha @adventuresinfi

cbinsights.com/research/repor…
Content ⬇️
Network Effects🕸️ : Marketplace, Data and Platform
Read 9 tweets
Ram Bhupatiraju Profile picture
25 Dec
Investing in its purest sense (Analysis of Intrinsic value, buying with Margin of Safety) has been out of fashion recently, but here's an excellent resource for anyone interested in learning the core concepts.
h/t @Vintage_Value👏

@dmuthuk @Gautam__Baid

vintagevalueinvesting.com/wp-content/upl…
Content ⬇️

✔️Main Concepts of Value Investing

✔️Famous Value Investors (Graham, Buffett, Schloss, Klarman, Marks, Burry...)

✔️How to value a Stock

✔️Qualities of Great Companies (Enduring, High ROIC, Economic Moats)

✔️Behavioral Finance

✔️Recommended Reading.
Core concept
Read 8 tweets
Ram Bhupatiraju Profile picture
23 Dec
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…
Read 10 tweets
Ram Bhupatiraju Profile picture
23 Dec
Learning Market history & correlations/lessons within is important for long-term success.

Nice article with historical perspective of US Mkts (from 1970s) & some long-term lessons. (Ignore the promotional parts by the author).

@saxena_puru @Gautam__Baid

markskousen.com/seven-golden-l…
LESSON #1: Government policy can greatly affect your investment portfolio, for good or ill.

LESSON #2: Bull markets climb a wall of worry.

LESSON #3: Don’t fight the Fed. Adjust your portfolio when money is tight, and again when money is easy.
LESSON #4: Gold is money and the best insurance against an inflationary future and bad government policy, but don’t go overboard buying gold. (Not for everyone, but the author mentions that it should be done only as insurance. I guess Bitcoin is the proxy for it these days).
Read 8 tweets
Ram Bhupatiraju Profile picture
22 Dec
Two phenomenal articles by @mastersinvest on "Fighting the Fade". 👏

cc: @Gautam__Baid @dmuthuk

1) On limitations of traditional DCF & other analysis (that assume low terminal growth & mean-reverting) when it comes to exceptionally durable businesses.

mastersinvest.com/newblog/2020/1…
2) Reasons for the fade (of weak/mediocre businesses) and some characteristics of extremely durable and long-term compounding machines.

mastersinvest.com/newblog/2020/1…
My fav points from Part1. 👇
Read 7 tweets
Ram Bhupatiraju Profile picture
21 Dec
Excellent in-depth article on the topic of "Capital Allocation".

Very useful stuff for individual investors also in judging the Management quality.

icgn.org/capital-alloca…
Good overview. ⬇️ Image
Investor perspective ⬇️ ImageImage
Read 9 tweets

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