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Ram Bhupatiraju Profile picture
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18 Feb, 6 tweets, 2 min read
Three excellent articles on Financial Ratio Analysis, on the basics, purpose, key terms and definitions.📊
h/t @discover_ci 👏

1⃣ Profitability Ratios 💰

discoverci.com/blog/profitabi…
2⃣ Leverage Ratios ⚖️

discoverci.com/blog/leverage-…
3⃣ Asset Management Ratios 🏪

discoverci.com/blog/asset-man…
Profitability Ratios ⬇️
Leverage Ratios ⬇️
Asset Management Ratios ⬇️

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
18 Feb
Ten quick reasons why I❤️$TWLO & plan to hold for a long time to come.

1⃣ Primary service (CPaaS) is a critical & growing component of Digital Transformation. Being able to effectively reach Customers in whatever channel they prefer is a must.
2⃣ Highest mindshare and best in class for CPaaS.

3⃣ Plenty of organic growth left.

4⃣ Usage based Revenue model in exploding use-cases is great.

5⃣ ~140 DBNE, one of the best in SaaS
6⃣ Great top line growth for few more years, and margins trending in the right direction.

7⃣ Huge base of Customer count, with no concentration risk.

8⃣ Smart acquisitions, not empire building. SendGrid and Segment are all great additions.
Read 5 tweets
Ram Bhupatiraju Profile picture
14 Feb
Summaries of 5 excellent books about Buffett. h/t Digging for Value👏

cc: @dmuthuk @Gautam__Baid

1. Warren Buffett Speaks
Be principled
Be rational
Difference between price & value
Circle of competence
Think independently
Pricing power
Franchise value

diggingforvalue.com/book-summary/w…
2⃣ Buffettology by Mary Buffett and David Clark

diggingforvalue.com/book-summary/b…
3⃣ Warren Buffett Accounting Book by Stig Brodersen and Preston Pysh

Vigilant leadership
Long-term prospects
Stable and understandable
Attractive purchase prices

diggingforvalue.com/book-summary/w…
Read 7 tweets
Ram Bhupatiraju Profile picture
12 Feb
What a ride it has been to follow these trends in the last few years and build long-term positions in them.🎇

ECommerce🛒
SaaS ☁️
FinTech 💳
AdTech 💻
Apart from the great returns they have delivered, it's just so much fun to observe & study

✔️ The major trends in the world and consumer/biz adoption

✔️The vision and execution of the best Management Teams

✔️The relentless innovation that's coming out of these awesome Co.'s
✔️The improvements and efficiencies they are delivering to their customers

✔️The optionality they create for themselves by introducing new products/services

✔️The non traditional Financial metrics & Valuations we have to consider for investing in these Co.'s 😀
Read 9 tweets
Ram Bhupatiraju Profile picture
12 Feb
"The Beginner's Guide to Financial Statements".
Good links for beginners during Earnings season.👍
h/t @thebalance 👏

thebalance.com/guide-to-under…
✔️Annual Reports: What They Are and Why Investors Care

thebalance.com/annual-reports…
✔️What Is a Form 10-K?

thebalance.com/what-is-a-10-k…
Read 6 tweets
Ram Bhupatiraju Profile picture
11 Feb
Excellent and large compilation of Finance & Investing Book summaries. h/t Jeff 👏

Not necessarily full summaries but lists the major concepts and the best parts of the books. 👍

Few of my fav ones in the thread below.⬇️

stockideas.org/books/
Few Classics ⬇️

Common Stocks and Uncommon Profits : Philip Fisher
stockideas.org/common-stocks-…

The Intelligent Investor : Ben Graham
stockideas.org/intelligent-in…

The Warren Buffett Way : Robert Hagstrom
stockideas.org/warren-buffett…

Buffett’s Letters to Shareholders
stockideas.org/warren-buffett…
Few more ⬇️

100 to 1 In The Stock Market : Thomas Phelps
stockideas.org/100-to-1-stock…

The Most Important Thing : Howard Marks
stockideas.org/most-important…

The Dhandho Investor : Mohnish Pabrai
stockideas.org/dhandho-invest…

The Education of a Value Investor : Guy Spier
stockideas.org/education-valu…
Read 4 tweets
Ram Bhupatiraju Profile picture
9 Feb
#SaaS had it's GFC moment in early Feb 2016 (when LinkedIn & few other Co's had some warnings). What a 5 years it has been since then. 🚀🚀

Few🔟baggers in the SaaS land since then.
$NOW* $TEAM $HUBS $WIX $VEEV* $PAYC* $RNG
( $TWLO* & $COUP joined the party in mid 2016). Image
$SHOP with it's 60 bagger spoils the chart for the rest😂, so including it along with $SQ which was another monster winner. Image
Charts above shows what can happen when we
✔️zoom out of the daily noise 🙉
✔️identify strong/secular trends 📈
✔️pick the best run companies within ✅
✔️hold them for the long-term while those excellent businesses execute. 💪
Read 6 tweets

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