Happy 2⃣0⃣2⃣1⃣ to all.🎇

For any Learning machines out there, here are a list of my fav online investing resources. Feel free to add yours.

Let's dive in.
⬇️⬇️⬇️
Investing Services

✔️ @themotleyfool - @TMFStockAdvisor & @TMFRuleBreakers services

✔️ @7investing

✔️ @investing_city
investingcity.org/blog

✔️ @MorningstarInc Premium

✔️ @SeekingAlpha Marketplaces (Check your area of interest, Free trials, Quality, track record...)
Investing (Stock Ideas) Articles

✔️ @themotleyfool
fool.com

✔️ @CatanaCapital
catanacapital.com/blog/

✔️ The Good Investors - Singapore
thegoodinvestors.sg

✔️ New Academy of Finance
newacademyoffinance.com/best-us-stocks/
Of course it's impossible to read every update on so many different websites/blogs, but checking out some of these every week and then rotating your reading/listening should make you a more balanced and well-informed investor.

A big Thank you🙏 to all those authors.
Overall, this is a golden time (and only improving) for quality online resources for learning Investing (or any other topic for that matter).

All one needs to do is explore, select, filter and then focus.

Good Luck. 👍

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More from @RamBhupatiraju

3 Jan
"Digging for Value" - Great website for Investing Book summaries. 📚👏

cc: @dmuthuk @Gautam__Baid

Some of my fav ones in the thread below.⬇️⬇️

diggingforvalue.com/category/book-…
Classics

✔️ Ben Graham's "The Intelligent Investor"
diggingforvalue.com/book-summary/t…

✔️ Philip Fisher's "Common Stocks & Uncommon Profits"
diggingforvalue.com/book-summary/c…

✔️ Peter Lynch's "Beating The Street"
diggingforvalue.com/book-summary/b…

✔️ H. Marks "Most Important Thing"
diggingforvalue.com/book-summary/t…
Personal/Business Biographies

✔️ "Snowball" about Warren Buffett
diggingforvalue.com/book-summary/w…

✔️ "Titan" about John D Rockefeller
diggingforvalue.com/book-summary/t…

✔️ "The Everything Store" about Bezos/Amazon
diggingforvalue.com/book-summary/t…
Read 4 tweets
31 Dec 20
My holdings going into 2⃣0⃣2⃣1⃣ (not recommendations).

No idea how their stocks will perform in 2021, but fairly confident of their strong Business performance in the next few years (well, in most cases) in the normal or social-distancing scenarios.
Before someone comments

This is a mashup of TWO portfolios (hence the higher # of Co's).

Personally, I like a mix of mostly growth Co's with some stable/high quality Co's and few dividend focused Co's.
Just like investing is a highly personal journey (based on our goals, risk tolerance, time horizons, capabilities & strategies), the optimal # holdings in each Portfolio is also very subjective.
Read 15 tweets
31 Dec 20
Great article on some important lessons from Warren Buffett. 👏

Below thread has the 15 lessons/quotes and my comments for each.

medium.com/swlh/16-lesson…
1⃣ “We want the business to be (1) one that we can understand, (2) with favorable long-term prospects, (3) operated by honest and competent people, and (4) available at a very attractive price.”

Understand the company, the industry, the team, and the price. Solid points.
2⃣ “We ordinarily make no attempt to buy equities for anticipated favorable stock price behavior in the short term.”

Filter for and buy Co's with a long-term lens. Get used to under and over valuation in the short term (and ignore when not related to Co performance).
Read 17 tweets
30 Dec 20
When people say "Valuation doesn't matter" is precisely the time we need to be more cautious and know the difference between (Intrinsic) Value & (Mkt) Price.

Excellent Site based on A. Damodaran's "The Little Book of Valuation"👏

@dmuthuk @Gautam__Baid

people.stern.nyu.edu/adamodar/New_H…
Topics ⬇️

✔️Intrinsic versus Relative Value
✔️Time Value of Money and concept of Discounting
✔️Accounting 101
✔️Mechanics of using Intrinsic Value versus Relative Value
Characteristics, Value Drivers & how to Value Co.'s in various stages of their Life Cycle

✔️Young Growth Co.'s
✔️Growth Co.'s
✔️Mature Co.'s
✔️Declining & Distressed Co.'s

Valuing Co.'s in few other Sectors
✔️Financial Services
✔️Commodities & Cyclicals
✔️High Intangible Assets
Read 9 tweets
29 Dec 20
Good introductory article for those interested in Behavioral Finance.

Stuff we should care even more about, when Markets and our Portfolios are at All Time Highs.

corporatefinanceinstitute.com/resources/know…
The differences between Theory and Markets.
Classification of decision-making biases and errors in the above article.
Read 5 tweets
27 Dec 20
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

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