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.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Ram Bhupatiraju

Ram Bhupatiraju Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @RamBhupatiraju

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
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-…
Read 7 tweets
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
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
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
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

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!