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Ram Bhupatiraju Profile picture
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3 Jan, 4 tweets, 4 min read
"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…
More timely stuff about speculation & bubbles/manias.

✔️ Irrational Exuberance
diggingforvalue.com/book-summary/i…

✔️ Reminiscences of a Stock Operator
diggingforvalue.com/book-summary/r…

✔️ Manias, Panics & Crashes
diggingforvalue.com/book-summary/m…

✔️ Extraordinary Popular Delusions
diggingforvalue.com/book-summary/e…

• • •

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
3 Jan
🔟Investing concepts that blew my mind🤯when I read them, and greatly helped my investing journey.

Would love to know about some of yours.

@saxena_puru @BrianFeroldi @GavinSBaker @7Innovator @dhaval_kotecha @Gautam__Baid @richard_chu97 @10kdiver @FromValue @investing_city Image
Below thread has the references to each of these 10 concepts.

Note : Many of these are my past Tweets related to these topics. Not trying to self promote them. Adding them only because they have the original links, added context and my highlights & fav pts.

Let's dive in. ⬇️⬇️
1⃣ Benjamin Graham's Mr. Market analogy.

An extremely useful concept, especially when

Market is panicking (& throwing out good Co's at bargain prices) & when

Market is too complacent (& awarding high valuations to hype and stories)

Read 14 tweets
Ram Bhupatiraju Profile picture
1 Jan
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...)
General Finance/Investing

✔️ @morganhousel
collaborativefund.com/blog/

✔️ @dollarsanddata
ofdollarsanddata.com

✔️ @awealthofcs
awealthofcommonsense.com

✔️ @iancassel
microcapclub.com/author/ian-cas…

✔️ @InvestorAmnesia
investoramnesia.com

✔️ @mastersinvest
mastersinvest.com
Read 14 tweets
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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

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