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Ram Bhupatiraju Profile picture
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11 Mar, 4 tweets, 2 min read
Two good articles (general/informative/balanced) on two of the hottest topics in the Market over the last year. SPACs and EVs. h/t @CatanaCapital 👏

1⃣ What are SPACs and should you invest in them?
catanacapital.com/blog/spacs-inv…

$SPCE $IPOE $CCIV ..
Watch out for 👇
2⃣ EV Stocks – There is more to the electronic vehicles market than Tesla, BYD & NIO..

catanacapital.com/blog/ev-stocks…

$TSLA $BYDDF $NIO $CCIV $XPEV $LI $PLUG $BLNK $LAZR $BIDU ...
Important to balance the opportunity set, risk Management, position sizing.👇

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
13 Mar
Excellent & free resource to share with Beginner/Intermediate investors on understanding the fundamental investing concepts. h/t @PrestonPysh & @stig_brodersen 👏

cc: @dmuthuk @Gautam__Baid @BrianFeroldi

1⃣ Basic Course

buffettsbooks.com/how-to-invest-…
2⃣ Intermediate Course

buffettsbooks.com/how-to-invest-…
3⃣ Advanced Course

buffettsbooks.com/how-to-invest-…
Read 7 tweets
Ram Bhupatiraju Profile picture
11 Mar
Good article on "How Behavioral Science Can Help Make You A Better Investor".👍

Behavioral Finance is an always important topic, but even more so during periods of over-optimism and over-pessimism.

pimco.com/en-us/resource…
Intro ⬇️
Some common biases ⬇️
Read 4 tweets
Ram Bhupatiraju Profile picture
5 Mar
(Me, this morning)

"OK, Mr. Market. If you're going to continue to be in this bad mood, just take my money and give me some more of the stocks I want".

$PTON (add, at $94.40)
$PLTR (new, at $21.90)
$TTD (add, at $582)
If the carnage continued this afternoon, it was going to be one more from $CHWY $GDRX $DDOG $RDFN $U but maybe next week, along with any opportunistic adds into my other favs like $PINS $ETSY $MELI $SE $DOCU $TDOC $CRWD $NET $FVRR $ROKU $SHOP $SQ $TWLO $ZM.
$PTON : Extreme strength in both the Product adoption (high NPS) along with Connected Fitness. Plenty of runway (even after COVID), along with International expansion. Room for lot more products while making the Ecosystem even more attractive. Great growth and Financials.
Read 9 tweets
Ram Bhupatiraju Profile picture
4 Mar
Got interested in some Pinterest today $PINS (add), along with $PYPL (new)

Almost pulled the trigger on $DDOG (new), $RDFN (new) $SE (add) but reminded myself not to be hero all in one day.
The ones I'm 👀 closely

Portfolio (positions to add to) : $DOCU $ETSY $MELI $TDOC $GDRX $TTD $BABA $CRWD $FVRR $MTCH $NET $PTON $ROKU $SHOP $SQ $TWLO $U $ZM

Watchlist : $ADYEY $CHWY $CRNC $BL $COUP $HUBS $FTCH $PDD $PLTR $SNOW
$PINS : You know the drill. That rare positive Social network, with 450M users with shopping/ideas intent, the ideal demographic for advertisers. International APRU has a long way to go. Lot of useful features being introduced both for Users and Advertisers.
Read 11 tweets
Ram Bhupatiraju Profile picture
3 Mar
Added itsy bitsy amount of $ETSY today. Also $TTD (add), $NET (add) and $FVRR (new). Thesis in thread below.⬇️
If Mr.Market continues his cranky mood over the next few wks, below are what I'm 👀

Holdings (to add to) : $MELI $PINS $FB $CRM $SHOP $SQ $CRWD $TDOC $GDRX $ROKU $DOCU $TWLO $ZM

Watchlist : $CHWY $PYPL $RDFN $DDOG $SNOW $PLTR $COUP $BL $HUBS
Quick simple thesis on these

$ETSY : Attracted tons of sellers and buyers to the Platform due to COVID (which would have taken years otherwise, masks helped lowering the CAC) , most of them will stick around for years. Financial improved a lot. Outlook is good.
Read 14 tweets
Ram Bhupatiraju Profile picture
2 Mar
It's just an incredible feeling of being invested in businesses that are firing on all cylinders operationally & financially.

Few exs : $ZM $MELI $SE $ETSY $SQ $PINS $ROKU $CRWD $PTON $TDOC $TWLO (long all).

Favs in Watchlist👀 $FVRR $CHWY $DDOG $PYPL $PDD
You can be skeptical of their stock run-ups or concerned about their current valuations, but you cannot take away their incredible Business performances over the last year.
It's fair to be concerned about their Valuations, but even if growth slows down compared the last few Qtrs (expected in many cases), these Business are on a different trajectory compare to pre-COVID.
Read 5 tweets

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