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Ram Bhupatiraju Profile picture
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8 Feb, 5 tweets, 2 min read
Excellent guide to "The Basics of Financial Statement Analysis".📊

Although the guide was written with a Credit Professional perspective, it's equally useful for regular investors too.👍

nacm.org/nacm-blog/3112…
Good intro to Financial statements
✔️Balance Sheet
✔️Income Statement
✔️Shareholders' Equity statement
✔️Cash Flow statement
Intro to Financial Ratios
✔️Liquidity
✔️Efficiency
✔️Profitability
✔️Debt Coverage
Ratios & Definitions.⬇️

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
9 Feb
Pat Dorsey's "The Five Rules for Successful Stock Market Investing" is a must read for long-term investors in Individual stocks. A quick great summary of that book.

medium.com/@christophertz…
The Five Rules ⬇️ Image
The quick 10 min test to decide whether this Company goes in the "Bad", "Too hard" pile or "Interesting" pile.

This applies more for stable and already profitable Co's. You will have to tweak it a little for hyper growth & (intentionally) unprofitable but high quality Co's. Image
Read 4 tweets
Ram Bhupatiraju Profile picture
7 Feb
Excellent weekend read about Behavioral Finance.👍

Although the doc is from an Advisor perspective, individual investors can gain a lot of practical information from it too.

cc: @dmuthuk @Gautam__Baid

static1.squarespace.com/static/5763da2… Image
Good illustration of differences between Theory and Reality. Image
Stuff we have all been thru. 😂 Image
Read 9 tweets
Ram Bhupatiraju Profile picture
5 Feb
🔟Lessons from my biggest Winners & Losers over time.

Sharing with few FinTwit friends
cc: @saxena_puru @TMFJMo @FromValue @dhaval_kotecha @reshoftc @richard_chu97 @adventuresinfi @7Innovator @investing_city

Open Q to all : What are 1-2 lessons from your biggest winners/losers?
Positions listed above (not recommendations)

Winners : $LULU $ISRG $V $MELI $SHOP $W $PINS

Losers : $GILD $STP $SDRL & $RIG
Another mistake we often do is selling Winners and great Co's often too soon, to lock in the profits.

Below is my thread on that topic, but it's only going thru those experiences that improved my process and enabled me to achieve better returns later.

Read 12 tweets
Ram Bhupatiraju Profile picture
4 Feb
The annual presentations by @benedictevans are amazing.🙌

So many great insights in the 2021 edition "The Great Unbundling". 🔟of my fav slides in the thread below, mixed with my comments.

ben-evans.com/presentations
1⃣ Differentiating Ecommerce penetration by category is important, as some of these smaller categories and leading Co's within might have a lot more growth left.
2⃣ The various parties in the Digital Ad space. The changes being brought by $AAPL, $GOOG, Gov regulation and being fought by $FB should be interesting to watch in the next few Qtrs, along with how the DSPs and SSPs navigate the environment.
Read 11 tweets
Ram Bhupatiraju Profile picture
31 Jan
🔟Investing Philosophies I greatly admire. Learning from the best Investing Teams out there (that match your Philosophy/Strategy) and improving your own process is one of the best investing hacks. What are some others that you admire?

🔟of my principles at the end.
⬇️⬇️
1⃣ Buffett : Gotta start with the🐐

businessinsider.com/warren-buffett…
2⃣ Ensemble Capital : @IntrinsicInv @ToddWenning

intrinsicinvesting.com/2019/09/18/dia…
Read 19 tweets
Ram Bhupatiraju Profile picture
30 Jan
Phenomenal compilation of summaries of🔟important Business/Finance/Investing books. h/t @EdelweissFin 👏
An excellent weekend read.👍

cc: @dmuthuk @Gautam__Baid @saxena_puru

edelweissmf.com/Files/Insigths…
Snapshots of the Key Takeaways of the books discussed.

1⃣ "A Piece of the Action" is an excellent book to understand the Finance Industry evolution in the US.

2⃣ The obvious classic "The Intelligent Investor".
3⃣ Ray Dalio's "Principles"

4⃣ Howard Marks' "The Most Important Thing"
Read 5 tweets

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