The Blog by @CatanaCapital has recently become one of my favorites to check out some great well written articles. h/t Richard Bowman👏. Great stuff for Beginners.

Thread below has great articles on
✔️Cloud Computing
✔️SaaS
✔️Cybersecurity
✔️Gaming

catanacapital.com/blog/
1⃣ Cloud Computing – How to benefit as an investor from the cloud technology revolution.

$AMZN $MSFT $GOOG $BABA & others

catanacapital.com/blog/cloud-com…
2⃣ SaaS Stocks – Software growth stocks for the digital transformation in the cloud.

$ADBE $ZM $CRM $TEAM $NET $SHOP $AYX

catanacapital.com/blog/saas-stoc…
3⃣ Cybersecurity Stocks – Investing in fast-growing technology stocks and the fight against cybercrime.

$CRWD $NET $ZS $OKTA $PFPT & others

catanacapital.com/blog/cybersecu…
4⃣ Gaming Stocks – How to invest in the e-sports and video games industry.

$TCEHY $NTDOY $NTES $SE $ATVI $NVDA $CRSR & others

catanacapital.com/blog/gaming-st…
My fav one was the SaaS article with great explanations for beginners on

✔️Benefits of SaaS for SW Providers & Users
✔️Types of SaaS Co.'s
✔️ Main Metrics to follow for SaaS ImageImageImage
Overall, an excellent blog, even more so for beginners, who want to go beyond the stock prices and current hype, and study the major ongoing trends, and some promising Co's within to research further.

/END. 👍

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More from @RamBhupatiraju

8 Jan
"The Millennial Consumer Index" - My picks for a DJIA style 30 stock Index with Co.'s that best serve that demographic.

Fellow Millennials, What would be some of your picks?😀
@richard_chu97 @saxena_puru @FromValue @TMFJMo @dhaval_kotecha @adventuresinfi @reshoftc @BrianFeroldi
My criteria & list is
✔️US Consumer centric
✔️No B2B stuff (unless end-user uses it for non-Business reasons also)

This is just a Fun-Friday exercise. So don't take it too seriously and ask me why your fav co isn't there. Just add yours in the comments. 😂
Picks ⬇️⬇️
E-Commerce : $AMZN $ETSY $W $LULU $CHWY
Entertainment : $GOOG $NFLX $SPOT $ROKU
Social : $FB $SNAP $PINS
Finance : $SQ $PYPL $LMND
Food/Beverage : $CMG $SBUX $DPZ $CELH
Online Services : $MTCH $ZM $DOCU $TDOC $RDFN $FVRR
Life style : $AAPL $TSLA $PTON $ABNB $UBER
Read 10 tweets
8 Jan
Excellent document on "Moats" based on Pat Dorsey's frameworks. An incredibly important concept for investors picking individual stocks.

@dmuthuk @saxena_puru @Gautam__Baid

Thread below with my fav parts summarized.

capitalideasonline.com/wordpress/econ…
Note : Doc is old (2003), some of the examples obviously no longer apply, but the concepts are still very valid.
Always ask Why?

Types of Moats (Network Effects is actually included in #5).
Read 9 tweets
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
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
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
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...)
Read 14 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

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