Thread by @RamBhupatiraju

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

Illustration #3 : AdTech

💼 $GOOG $FB $TTD $ROKU $PINS

👀 $SNAP

Illustration #4 : Fintech

💼 $SQ $PYPL $UPST $AFRM

👀 $ADYEY

Illustration #5 : Consumer delighting Co.'s

💼 $AAPL $PTON

👀 $TSLA $ABNB $RDFN $CVNA

There's many more like these

Legacy Media
vs
Streaming & Gaming

Misaligned Healthcare system
vs
Consumer/Outcome/Cost oriented Healthcare

If the Old/profitable Co.'s are keeping up with the times in delivering Consumer choice and value, that's great.

If they are busy counting $$ and figuring out how to trap/gouge Customers, watch out... Tech & Innovation is coming for you, wherever you are. 🎯

Boring disclosures :

1. I understand a wrecking ball might be an outdated analogy, but you get the main pt.

2. Every one should invest based on their own goals, experience and risk tolerance etc.

3. Co.'s listed above are for illustration purposes only, not recommendations.