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Ram Bhupatiraju Profile picture
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19 Mar, 4 tweets, 6 min read
Super excited for the @FintwitSummit this weekend. To present & also learn from this great list of speakers. #ftw2021

My session is at 9AM ET on Sunday and I'll be presenting "Lessons and Resources for the Individual Investors".

fintwitsummit.com

registration.socio.events/e/fintwitsummi…
Day 1⃣ Speakers and Topics 👇

@morganhousel
@BrianFeroldi
@7Innovator
@StackInvesting
@danielsparks
@StockNovice
@OphirGottlieb
@koyfman
Day 2⃣ Speakers and Topics 👇

@RamBhupatiraju
@borrowed_ideas
@FromValue
@hhhypergrowth
@investing_city
@richard_chu97
@Beth_Kindig
@10kdiver
Thanks again to @dhaval_kotecha and @SeifelCapital for putting this together and the supporting sponsors. 👏👏

See you all online. Let this be a fun and learning experience for all.🙏

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
21 Mar
Phenomenal compilation of about 50 great Book summaries. Such condensed knowledge from many great books in Business, Finance, Psychology & Biographies. h/t @stig_brodersen @PrestonPysh 👏

cc: @dmuthuk @Gautam__Baid @saxena_puru

theinvestorspodcast.com/billionaire-bo…
Books list 👇 Image
Books list continued... 👇 Image
Read 8 tweets
Ram Bhupatiraju Profile picture
19 Mar
When I'm investing for the long-term in individual businesses, I would rather invest in the wrecking balls and not the crumbling walls, irrespective of the short term fears. (Not advice).

cc : @saxena_puru @FromValue @richard_chu97 @dhaval_kotecha @adventuresinfi @BahamaBen9
Illustration #1 : SaaS

Portfolio positions💼 $CRM $TWLO $DOCU $VEEV $NOW $ZM $PAYC $CRWD $MDB $ZS $OKTA

Favs in Watchlist👀 $COUP $BL $DDOG ...
Illustration #2 : E-Commerce

💼 $AMZN $BABA $SHOP $MELI $SE #ETSY $W $CHWY

👀 $PDD $JD $FTCH
Read 9 tweets
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.
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
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).
Read 4 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

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