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Ram Bhupatiraju Profile picture
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24 Mar, 5 tweets, 2 min read
Pat Dorsey’s “The Five Rules for Successful Stock Investing" is one of the best books out there for long-term investors in individual stocks. Excellent summary of that book. 👏

knowledgecapitalist.wordpress.com/2009/12/17/boo…
Content in the article ⬇️

✔️Economic Moats
✔️Methods to create a sustainable competitive advantage
✔️Conducting Financial analysis
✔️Analyzing an investment & its overall economic prospects
✔️Spotting & avoiding financial accounting tricks
✔️Investment valuation & returns
Good info on Moats ⬇️
Crazy good stuff about how Co's create sustainable competitive advantages. ⬇️
Good info on Valuation ⬇️

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
25 Mar
"4 Simple Rules To Protect Your Portfolio From Yourself" h/t @EconomyApp 👏👏

Excellent article for the current environment (with big drawdowns in many high growth including some quality Co.'s)

My fav parts from the article in the thread below. ⬇️

seekingalpha.com/article/441568…
"The real threat to your portfolio is not volatility. It's your ability to cope with it. As a result, your portfolio doesn't need to be protected from volatility. It needs to be protected from yourself." 👏
"Volatility refers to how dramatically the price of an investment may change. On the other hand, risk refers to the probability that an investment will underperform the market or result in a permanent loss of capital."
Read 12 tweets
Ram Bhupatiraju Profile picture
22 Mar
Finance Articles A-Z. Excellent Bookmark page (scroll down a bit), to refer whenever you want to learn more on important Financial concepts with solid explanations and examples. h/t CFI 👏

corporatefinanceinstitute.com/resources/know…
Financial Analysis Ratios Glossary. Another good link.

corporatefinanceinstitute.com/resources/know…
Basics of some industries.

What are Banking Fundamentals?
corporatefinanceinstitute.com/resources/know…

What are Reinsurance Companies?
corporatefinanceinstitute.com/resources/know…

What is a Real Estate Investment Trust (REIT)?
corporatefinanceinstitute.com/resources/know…
Read 5 tweets
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 👇
Books list continued... 👇
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
19 Mar
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
Read 4 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

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