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Ram Bhupatiraju Profile picture
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28 Jan, 5 tweets, 2 min read
Now might be a good time to read Robert Shiller's "Irrational Exuberance".🧐

cc: @Gautam__Baid @saxena_puru @dmuthuk

✔️Natural Ponzi processes
✔️This time is different
✔️Compounding biases
✔️Herds and epidemics
✔️Rationalizing Irrational exuberance

minervareview.com/irrational-exu…
My fav parts.

1⃣
2⃣
3⃣
4⃣

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
27 Jan
"Poor Charlie’s Almanack" about Charlie Munger is a phenomenal book that should be read by all investors at least once. Excellent summary of that book by @allenxcheng👏

cc: @dmuthuk @Gautam__Baid

Thread below with my fav content.

allencheng.com/poor-charlies-…
Topics in the article ⬇️
Key points ⬇️
Read 8 tweets
Ram Bhupatiraju Profile picture
23 Jan
Remembering the great Prof. Clayton Christensen (today is his 1st death anniversary). 🙏🙏

Great collection of his knowledge to cherish in this link.

cc: @7Innovator @Gautam__Baid @saxena_puru @FromValue @richard_chu97 @BrianFeroldi @dhaval_kotecha

hbr.org/2020/01/the-es…
1⃣ Disruptive Technologies: Catching the Wave

hbr.org/1995/01/disrup…
2⃣ Meeting the Challenge of Disruptive Change

hbr.org/2000/03/meetin…
Read 10 tweets
Ram Bhupatiraju Profile picture
22 Jan
Thank you @DavidGFool🃏 @TMFRuleBreakers @themotleyfool for relentlessly educating, entertaining and empowering the individual investor.👏

My illustration for David's beautifully crafted - Six traits of a Rule Breaker
✔️Company
✔️Investor
✔️Portfolio.
Podcast 🎙️ links to those 3 episodes. 👇

The 6 Traits of a Rule Breaker Company ⬇️

fool.com/investing/2017…
The 6 Traits of a Rule Breaker Investor ⬇️

fool.com/investing/2018…
Read 4 tweets
Ram Bhupatiraju Profile picture
22 Jan
Excellent compilation of highlights from Nicholas Sleep's Investor letters (generally hard to find) by @mastersinvest👏 Some great lessons for long-term investors.

cc: @dmuthuk @Gautam__Baid

mastersinvest.com/newblog/2020/9…
Topics⬇️
Think Long Term
Ignore the Noise
Psychological Advantages
Focus on the Business
Founders & Management
Business Models & Customer Relationships
Scale Economics Shared
Compounding Machines
Position Sizing & Diversification
Inaction
The Value in Mistakes
Learning & Patience
Some of my fav parts. Pt1 ⬇️
Read 4 tweets
Ram Bhupatiraju Profile picture
20 Jan
Investing in Stocks = Investing in Businesses = Investing in People (Founders/Mgmt & Employees)

The best piece I've read on "Why investing in Founder led Co's is awesome".👏

cc: @DavidGFool @TMFJMo @saxena_puru @richard_chu97 @FromValue @Gautam__Baid

anchorcapital.com/founder-led-co…
Let's start with a quiz.

I've picked 10 Founder CEOs from some wonderful Co.'s in my Portfolio. How many of them can you identify (w/o Googling😀). Mix of easy/hard ones to keep it interesting.

Intentionally left out Bezos, Zuck, Benioff, Dorsey, Lutke etc.

Answers at the end.
My fav pts compiled from the above article. Part1 ⬇️
Read 10 tweets
Ram Bhupatiraju Profile picture
19 Jan
We all love our #SaaS stocks but did you know the actual meaning behind the names of these Co.'s?🤔

Below are 🔟of my favorite. How many of them did you know already?😀

$OKTA $SNOW $SHOP $VEEV $TEAM $AYX $CHGG $LVGO $MDB $PLTR
1⃣ $OKTA Okta : A unit used in meteorology to measure cloud cover. ☁️

2⃣ $SNOW Snowflake : Snowflakes are “born in the cloud”. Data warehouse built from the ground up for the cloud.🌨️
3⃣ $SHOP Shopify : Shop(ping) + (Simpl)ify 🛍️✅

4⃣ $VEEV Veeva : Veeva, a variant of the Latin word viva which means “to live,” attests to the company's singular commitment to the Life sciences industry.❤️
Read 12 tweets

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