Thread by @RamBhupatiraju

The (investing) world is full of noise📢. Tune that out and find your signal.🗼

Investing websites/blogs that I shared during the @FintwitSummit last weekend. With some minor changes and lot of additional commentary in the thread below. ⬇️⬇️

My investing diet 🗒️

✔️Zero Financial TV.

✔️Very little Market & Stock prices commentary/content.

✔️Lot of Company produced presentations/statements.

✔️ Lot of Investing Podcasts (thread some other time).

✔️Lot of below awesome content whenever I find time.

Tech : Have to start with my favorite sector

✅ @stratechery
For deeper understanding of Platforms and Aggregators.
stratechery.com

✅ @benedictevans
Phenomenal essays related to Tech
ben-evans.com/essays

✅ @adam_hartung
Extremely good if you are into following & investing in strong/durable trends.
adamhartung.com/adams-blog/

✅ @BaillieGifford
Mind blowing, if you're into extremely patient and visionary style of investing.
actually.bailliegifford.com

✅ @StackInvesting
Must read if you love the combination of Software + Investing
softwarestackinvesting.com

✅ @hhhypergrowth
Phenomenal writing if you love technical deep dives into SaaS
hhhypergrowth.com

✅ @Beth_Kindig
Sharp Tech focused research
beth.technology

✅ @publiccomps
Very useful if you're into SaaS investing
blog.publiccomps.com

✅ @CBinsights
Some excellent deep-dives & other great articles (if you can find the free ones).
cbinsights.com/research/

General Investing blogs

✅ @morganhousel
The master storyteller
collaborativefund.com/blog/

✅ @dollarsanddata
Excellent data driven insights
ofdollarsanddata.com

✅ @awealthofcs
Great Financial commentary with some much needed humor
awealthofcommonsense.com

✅ @iancassel
Phenomenal investor and communicator
microcapclub.com/author/ian-cas…

✅ @GavinSBaker
Deep & insightful writing
gavin-baker.medium.com

✅ @mastersinvest
A master at compiling the knowledge from the great investors
mastersinvest.com

✅ @NovelInvestor
Excellent writer & compiler
novelinvestor.com

✅ Howard Marks' memos
oaktreecapital.com/insights/howar…

✅ @AlbertBridgeCap
Very insightful views
albertbridgecapital.com/drews-view

Investing Fundamentals Blogs

✅ @IntrinsicInv @ToddWenning
Excellent writing on the foundational investing concepts
intrinsicinvesting.com

✅ @JohnHuber72
One of the clearest Investment thinkers and writers
sabercapitalmgt.com/saber-notes/

✅ Gary Mishuris
Phenomenal writer for Fundamental analysis
behavioralvalueinvestor.com

✅ @CatanaCapital
Great articles on different industries
catanacapital.com/blog/

✅ @LeftBrainIR
Love their complementary reports on my fav Co.'s
leftbrainir.com/complimentary-…

✅ @borrowed_ideas
New but already proved his talent and quality
mbi-deepdives.com/latest-posts/

✅ @scuttleblurb
Excellent deep-dives
scuttleblurb.com/category/sampl…

✅ @10kdiver
Amazing threads on Fundamental Finance/Investing concepts
10kdiver.com/twitter-thread…

More sharp Investors that I look fwd to for their Investor letters or other content.

✅ @SagaPartners
sagapartners.com/blog

✅ @DennisHong17
shawspring.com

✅ @HaydenCapital
haydencapital.com/investor-lette…

✅ @CohoCap

✅ @PolenCapital
polencapital.com/perspectives

Substacks

The quality/volume of Substacks are getting ridiculously good. Can't wait to see more great content.

✅ @BrianFeroldi The relentless Teacher
brianferoldi.substack.com

✅ @richard_chu97
richardchu97.substack.com

✅ @GetBenchmarkCo
getbenchmark.substack.com

✅ @JonahLupton
jonahlupton.substack.com

✅ @SeifelCapital
seifelcapital.substack.com

✅ @adventuresinfi
adventuresinfi.substack.com

✅ @Soumyazen
septum.substack.com

✅ @InvestmentTalkk
investmenttalk.substack.com

✅ @LiviamCapital
liviamcapital.substack.com

✅ @jaminball
cloudedjudgement.substack.com

✅ @StockNovice
thestocknovice.substack.com

✅ @StratusYoung
weekly10k.substack.com

✅ @SecretCapital_
secretcapital.substack.com

✅ @reshoftc
highgrowthinvesting.substack.com

Seeking Alpha

These guys are masters at their art and my favorites (due to the Tech focus)

You can find plenty of free articles and can try out the trial subscriptions for checking out their services.

✅ Kris @FromValue
seekingalpha.com/author/from-gr…

✅ Integrator @fintegrate
seekingalpha.com/author/integra…

✅ Bert Hochfeld @TargetTicker
seekingalpha.com/author/bert-ho…

✅ @andrescardenal
seekingalpha.com/author/andres-…

✅ Kayode Omotosho
seekingalpha.com/author/kayode-…

✅ @EconomyApp
seekingalpha.com/author/app-eco…

Investing Services

✅ Always grateful for @themotleyfool @DavidGFool and @TomGardnerFool for the wonderful company they created and all the content it produces
- @TMFRuleBreakers @TMFStockAdvisor services
- Free articles by many wonderful authors
- Free Podcasts and MF Live.

✅ @7investing

Wonderful team with @7Innovator @Matt_Cochrane7 @7investingSteve @worstideas7 @7MaxxChatsko @MSamy_7 each having their own strengths but complementing each other well in creating a great service.

✅ @investing_city Business Breakdowns

Ryan is a relentless learner and wonderful at explaining different concepts thru Twitter and his various services.

Folks on Twitter that educate & help improve my investing process.🙏

@saxena_puru @dmuthuk @Gautam__Baid @dhaval_kotecha @TMFJMo @TMFStoffel @BluegrassCap @FocusedCompound @LiebermanAustin @mrjivraj @dannyvena @RihardJarc @danielsparks @anandchokkavelu @BackpackerFI @BahamaBen9

Don't go chasing after the short term returns that are always elusive.

Build a solid foundation and a good process that's resilient/repeatable and the long-term returns will come chasing after you.

/END

All the best. 👍

Feel free to add other resources that made you a better long-term investor and delivered good results.

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