My $ROKU 📺story⬇️and some lessons in the thread below. Image
It's not often that I get add so many times at attractive prices in such a short amount of time, but that Mr. Market can be extra generous sometimes and you got to oblige. Image
Few general lessons (not recs)⬇️

✔️ Don't get stuck on your initial (not fully informed) opinions

✔️ Consider facts , updates from reliable sources and analyze with fresh eyes

✔️ When you have a good enough thesis, start a small position (don't wait for perfect entry points).
✔️ As you gain more conviction or Market gives you chances, add more.

✔️ When the trend has a long way to play out, and the Mgmt is executing well, be patient.

✔️ Yeah, any quick gains are a bonus but there's lot more to come. Enjoy the (possibly bumpy) ride.
Thanks to folks like🙏@Beth_Kindig @FromValue @danielsparks @dhaval_kotecha @investing_city @dannyvena🙏 who's analysis & takes on $ROKU and Ad-Tech space in general have kept me well informed.

/END.

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More from @RamBhupatiraju

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
18 Feb
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…
Read 6 tweets
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…
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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
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
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
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