Peter Lynch's "One Up on Wall Street" is well known to be one of the top investing books, especially for individual investors.

Phenomenal review that captures lot of the great content from that book.👏

cc: @dmuthuk @Gautam__Baid @saxena_puru

minervareview.com/one-up-on-wall…
Below are my fav parts (actually most of the article).

1⃣ Understand the Business first.
2⃣ Understanding the type of Company you're investing in is extremely important for using the right valuation metric, deciding on the thesis monitoring metrics, and having the right expectations from the stock return.
3⃣ Good section on reviewing the important metrics.
4⃣ Methodology he used for selling his stocks (doesn't need to apply to everyone equally).
5⃣ This section is worthy of framing on a wall. So so good. Every point of it.👏👏👏
6⃣ Quotes to watch out for (We all did this).

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More from @RamBhupatiraju

3 Apr
Phenomenal section on @Investopedia on "How to Value a Company".

Covers a lot of good content w.r.t Fundamentals, Financial Statements, Ratios, Qualitative/Quantitative Analysis, Valuation methods etc.

cc: @dmuthuk @Gautam__Baid

investopedia.com/terms/b/busine…
Main content and subsections 👇
Three of my fav articles among these. 👇

1⃣ "Intrinsic Value vs. Current Market Value: What's the Difference?"

investopedia.com/ask/answers/01…
Read 5 tweets
31 Mar
What was I up to in the last two weeks? Just putting my head down and buying some stocks for the long-term.

Added to : $FVRR $TWLO $TTD $ROKU $NET $U $CRWD $SE $TDOC

New : $DDOG $SKLZ $ABNB
This mini crash in growth names over the last 6 weeks has obviously been very different from the COVID crash which was much wider, deeper and offered a lot more choice in picks...
..but it's good that business on sale this time were from many of my fav sectors.

SaaS 📊
E-Commerce 🛒
AdTech 📱
FinTech 💳
Gaming 🎮
Digital Services 🌎
Read 25 tweets
29 Mar
Good and quick summary of "Poor Charlie’s Almanac”.

medium.com/@victorosyka/s…
Some of my fav pts. 👇

✔️Grab core big ideas from major big disciplines / develop fluency in these models.

✔️ Eliminate universe of what NOT to do + multidisciplinary attack what remains + be patient, but act decisively only when right circumstances.
✔️ Focuses first on what to avoid = freeing time and attention for “more productive regions of the chess board.

✔️"Preparation, patience, discipline, objectivity”.

✔️ Key idea is to find businesses with WIDENING moats.
Read 5 tweets
28 Mar
This is such a wonderful resource for fans of Warren Buffett & Charlie Munger. 👏

Answers to a range of questions/topics compiled from their Shareholder letters & responses in other forums over the yrs. Lot of wisdom in here.

cc: @dmuthuk @Gautam__Baid

buffettfaq.com Image
Business section Image
Management section Image
Read 4 tweets
26 Mar
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
Read 24 tweets
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

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