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Ram Bhupatiraju Profile picture
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16 Jan, 4 tweets, 2 min read
"100 to 1 in the Stock Market" by Thomas Phelps is a phenomenal book. Written in 1972, it's packed with lot of timeless principles for the long-term investors.
Excellent compilation by @BigNitin👏

cc: @dmuthuk @Gautam__Baid @saxena_puru

biginvestorblog.com/2014/12/11/100…
My fav points compiled in the pics below.

Pt1👇
Pt2👇
Pt3👇

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
17 Jan
Good summary of "The Warren Buffett Way". Definitely in the Top5 books about Buffett.

nicobros.com/the-warren-buf…
Main Take-Aways ⬇️ Image
Main Factors being looked for ⬇️ Image
Read 4 tweets
Ram Bhupatiraju Profile picture
13 Jan
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…
Read 7 tweets
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
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
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
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

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