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Ram Bhupatiraju Profile picture
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26 Feb, 12 tweets, 5 min read
"Things I wish I knew when I started Investing" My quick version.

Sharing with few #FinTwit friends. @saxena_puru @BrianFeroldi @TMFJMo @FromValue @adventuresinfi @dhaval_kotecha @Gautam__Baid @SagaPartners @richard_chu97 @7Innovator @investing_city
Applicable more to Business focused, long-term, individual investors picking their own stocks (but not direct advice of course).

So here we go.⬇️⬇️

1⃣ Know Yourself. Process/style.
2⃣ Business
3⃣ The Market of Stocks
4⃣ People
5⃣ Financial Statements
6⃣ Valuation
7⃣ Portfolio Actions
8⃣ Volatility
9⃣ Behavioral
🔟 There's no perfection, just improvement and evolution.
Hope this was helpful. Happy Friday!

/END

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
25 Feb
Got some shopping🛒done again today.
$TDOC (add)
$U (add)
$AFRM (new)

Tempting 👀 $RDFN $PLTR $SNOW $FB* $NVCR* $ROKU* $TWLO* $MELI* (portfolio positions*)

Other interesting ones (based on current prices) that I'm still learning about $NCNO $FROG $FUBO $SKLZ
Here are few of my quick personal guidelines for Volatility (as a net long-term buyer of good businesses with decades left)

✔️Once you get Ben Graham's Mr. Market analogy into your head, Volatility will stop surprising/bothering you.
✔️ You can't predict it, but knowing that it'll show up sometime, you can make your Portfolio resilient enough to withstand any short-term shocks.

✔️ Liquidity in great Co's + Volatility induced low prices : That's not something to complain about.
Read 10 tweets
Ram Bhupatiraju Profile picture
23 Feb
Phenomenal article/compilation on "The Biggest Mistakes Investors Make". h/t @manualofideas @JMihaljevic 👏

cc: @dmuthuk @Gautam__Baid @saxena_puru

My fav pts in the thread below ⬇️

moiglobal.com/biggest-mistak…
Lot of great points on the importance of having a strategy, process, discipline, patience, self-reliance, awareness of risk, biases/emotions, learning from mistakes & more. Image
More ⬇️ Image
Read 6 tweets
Ram Bhupatiraju Profile picture
22 Feb
Good article on the four general types of Investing edges.

✔️Informational edge
✔️Analytical edge
✔️Behavioral edge
✔️Organizational edge

schroders.com/en/uk/the-valu…
Very important for investors (especially individual investors picking their own stocks) to figure out what your edge is, that will enable you for LT success in the Market.

W/o getting into too much details, below are some methods I recommend to improve chances of success.
1⃣ Informational edge : Most of the raw information is freely available to everyone, but if you can filter out the noise (media/stock predictions, random opinions), & focus only on the reliable sources (Co produced docs, analysis by investors you respect..) you can have an edge.
Read 7 tweets
Ram Bhupatiraju Profile picture
19 Feb
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).
Read 5 tweets
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
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

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