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Ram Bhupatiraju Profile picture
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16 Mar, 4 tweets, 2 min read
Along with Clayton Christensen and David Gardner, the person that inspired me the most to think about innovation, disruption, growth and trends is @adam_hartung🙏

Highly recommended blog for anyone interested in those topics.

adamhartung.com/adams-blog/
His blog really focuses on

✔️the major ongoing trends
✔️on the importance of not ignoring them
✔️how certain Co's are capitalizing on them while others fall behind
✔️how to leverage trends, scenario planning & strategizing in effectively serving your Customers
From a recent article (on EVs).
My old thread about his blog, highlighting some of the best articles/calls over the years.

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
18 Mar
$UPST These are definitely weird times. You never expect a position (bought for long-term) to return more than 100% in 7-8 business days. Image
Although I usually wait few Qtrs after any IPO to understand the how the Business & Management perform in Public Mkts, in this case as I was still researching/liking the Company, Mr. Market offered a 50% discount on March 5th/8th and I couldn't resist.

✅What I liked in my (not so deep) analysis ⬇️

✔️Attractiveness of it's current products (making credit available for more eligible people, using better/comprehensive metrics compared to legacy ones).
Read 14 tweets
Ram Bhupatiraju Profile picture
18 Mar
Good article on the importance of having a Behavioral edge.👏

medium.com/@richard_malon…
✔️Confidence in your analysis
✔️Don’t check stock quotes daily
✔️Diversify
✔️Be completely objective in your selection AND selling process
✔️Invest in ETF’s and index funds
✔️Focusing on the long term
✔️Building a portfolio from a position of strength
Few good quotes from the article.

"If you are playing the markets to get rich as opposed to building wealth, you are almost certainly bound to lose."
Read 6 tweets
Ram Bhupatiraju Profile picture
16 Mar
Really good article on importance of having a clear investing framework that suits your strengths/goals, thinking about your edge (analytical, behavioral), and having clarity on the types of situations you're investing in.

frenzel-herzing.com/my-investment-…
Some good pts in here.
It's not about agreeing with all the pts someone else lists. It's about checking which ones apply for you and can help improve your process.
Read 5 tweets
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
14 Mar
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.
Read 4 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

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