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Ram Bhupatiraju Profile picture
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14 Mar, 4 tweets, 2 min read
Great review of Benjamin Graham's "The Intelligent Investor". h/t @InvestorJunkie @RuLyons 👏

The core concepts of Intrinsic Value, Margin of Safety & Mr. Market will always apply in the Markets.

cc: @dmuthuk @Gautam__Baid

investorjunkie.com/reviews/intell…
Excellent Key Principles ⬇️
The principles explained.
"Mr. Market" analogy is just so useful, especially during periods of high volatility.

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
14 Mar
Mr. Market (when visiting in a bad mood) is actually your friend bringing some nice gifts, if you have the right mindset & strategy about it. Updated "Fish in a Barrel" picture.

Added to : $PINS $TTD $ETSY $TDOC $PTON $U $NET
New : $CHWY $UPST $PLTR $PYPL $AFRM $GDRX $FVRR Image
These high volatility periods (price of admission) don't upset you as much if you

✔️Are a Long term investor in Quality Businesses.

✔️Not surprised/intimidated by periods of Volatility.
✔️Have some cash (or can favorably raise it) to buy bargains in good Co's during these periods.

✔️Analyze if the current situation in anyway impairs the long-term prospects of the Business (sometimes strengthens the anti-fragile & financially strong businesses aligned to trends)
Read 7 tweets
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
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 ...
Read 4 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

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