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28 Aug, 23 tweets, 11 min read
Knowledge Digest:

Investment Process, Investing Principles, Analysis, and Company Threads, etc.

This is a compilation of the best articles, threads, and analyses I reviewed over the last 30-days:
1/ Jim Simmons Investment Strategy and How he managed to generate 66% CAGR returns (before fees) is fascinating. Composed by @TrungTPhan.

Lots of lessons to learn:

2/ The original story behind Amazon's AWS by @businessbarista

A fantastic story behind the People, Technology, and Process that led to the Founding of the World's leading Cloud Provider. Amazon's AWS.

3/ A great overview of investment and company analysis by @AnthonyOhayon.

This is a great overview for both new and old Investors.

4/ Key Accounting Principles for all Investors to learn by @BrianFeroldi.

Covers the main principles including how to analytically analyze an Income Statement:

Now Lessons:

5/ Important Investment Lessons on how Investors have found their best ever investments and what is required to hold multi-baggers. Composed by @HonestInvesting

6/ @RamBhupatiraju shares some great lessons from his years of holding FAANGN.

If you are a FAANGM Investor, there are lots of takeaways for everyone to learn.

7/ Investment tips and key principles for Investors by @rhemrajani9.

It answers the question of the best advice investors would give to someone who just started investing. Lots of wisdom.

8/ The best Founders and Management teams in Tech by @MT_Capital1. It includes what has made them successful:

9/ A well-composed thread on the top stocks with institutional ownerships by @BlaineCapital. Worth looking at:

Best Articles:

10/ One of the most comprehensive breakdowns of $APPS and Digital Turbine Business by @Invesquotes

11/ A Comprehensive Review and analysis of Palantir {$PLTR} by @OwlWealthy

thewealthyowl.com/post/stock-ide…
12/ Unity: One of the most comprehensive threads on Unity Software by @Invesquotes [There is a part 1, 2 and 3]

theglobalinvestor.substack.com/p/u-unity-deep…
13/ SentinelOne by @CapitalWiseman

This is a cybersecurity company for people to pay closer attention too. A good thread below.

13-a/ One of the best in-depth threads breaking down the $SQ & Afterpay Acquisition:

14) Software Decentralization Effects by @StackInvesting

One of the most comprehensive deep-dives into Software and the evolving world of SaaS, Cybersecurity, Edge & Cloud Computing.

Covers some of my favorite holdings $NET $ZS $CRWD

softwarestackinvesting.com/decentralizati…
15/ Top Five Purchases of the best fund managers in Q2 2021 by @EconomyApp

The unique thing about this list is that these fund managers are some of the best with some of the best performance.

Pay attention to these stocks.
16/ Some great tools and tips for improving your personal finances using important concepts from @naval. Composed by @IAmAndrewKirby

17/ My thread on $UPWK vs $FVRR. Why I believe the freelance and work economy will be big over the next decade:

18/ @HaydenCapital Investment process:

I've been enjoying reading about his style. His top stock-picking criteria:

a) Identify a major industry with tailwinds
b) Find the leader with a great business model
c) Capable Mgmt team
d) Valuation disconnect

haydencapital.com/investor-lette…
19/ The Four Characteristics of the Best Growth Companies by @GauchoRico:

a) Growth
b) Profitability
c) Domination of their market
d) Competitive advantage durability

This is the best-simplified version of the key things to focus on as a growth investor

gauchorico.com/growth-stock-a…
20/ A combination of great investing tips, advice, and wisdom around improving your process as an investor by @JoshuaTai0427

As @honam mentioned, it's all about how you execute and internalize these lessons.

Thanks for reading my compilation of all my readings over the past month. What did you find as the best?

I'll try to do these bi-weekly!
investianalystnewsletter.substack.com/welcome

What was the best article or analysis you read over the past month? Let me know.

- Thanks!
IA.

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More from @InvestiAnalyst

Francis - Analyst Profile picture
10 Sep
Portfolio Holdings as of Sept 10: (As Earnings wraps up)

$UPST - 19
$CRWD- 16
$AFRM- 10
$UPWK - 9
$PLTR - 9
$NET- 7.5
$APPS - 4
$CFLT - 3.5
$WELL.TO - 3
$PATH - 2
$AGC (Grab) - 1

+ Organic growth of the portfolio especially $AFRM & $UPST
+ Invested: 85%
+ Cash: 15%

Thread 1/
2/
 Portfolio 2: (Balanced/Slightly conservative Portfolio):

$SE - 19%
$AMD - 18%
$ZIM - 13%
$CRWD
$ZS
$CTS.TO
$FCX
$STLD
$LC
$EXPI

Invested: 87%
Cash: 13%
Criteria for this portfolio is primarily quants, profitability and high cash-flow companies.
3/
 Actions:
+ New Buy: $CFLT in my core A/C
+ Increased allocation to $SE & $ZIM post earnings
+ Temporal Exits of $ETSY $SOFI $CARE.TO $LMND.
+ For $ETSY & $SOFI - Growth has significantly slowed down, there are a few metrics I'll track in Q4 for both to re-purchase.
Read 12 tweets
Francis - Analyst Profile picture
8 Sep
Welcome $CFLT - A New shareholder!

Brief Thesis
- #1 leading open-source platform
- 80% market-share among F-500
- A centralized event-streaming for Data
- Top Founder-Led
- Going to be an important tool in the future of ML/AI!

This is my first new stock-buy in over 5-months! Image
Sold $LMND- Owned since IPO @ $54, so this was a good profit. I like LMND but $CFLT is more dominant

This is a tracker buy in my core Acct after DD. Valuation is high, but hoping to add more LT

I have more info about $CFLT, so I'll share a future thread!
Guys, any experience using A- Kafta as part of your ETL or production on software deployments? @clueless_1337 @FrankYanWang
Read 4 tweets
Francis - Analyst Profile picture
7 Sep
$PATH Reports AH today - I'm slightly neutral:

These are street consensus:
+ Q3 2021 Rev: $185M (Roughly 35%+ growth) on EPS of -$0.06
+ FY 2021: 855M

My expectations based on my thesis:
+We should see Q3 $190M and FY Guide of $900M.

Below is a quick thread on my preview: 1/
2/
 For the 4th year in a row, $PATH was named a leader within the RPA & Automation market. A difficult feat to achieve in a competitive industry!

I want this Gartner review to show a correlation to revenues, but I am aware, they gave a low guidance in Q2
3/ Better breakdown of Revenue:

ARR Revenue Growth and Quarterly Recognised Revenue continues to be very tricky with $PATH. Investors need to rmbr to focus on ARR

It's hard to differentiate between their Cloud and On-Prem revenue.
I hope they provide some clarity on this call.
Read 6 tweets
Francis - Analyst Profile picture
6 Sep
The last decade's most successful investments were consumer-focused companies like $NFLX $AAPL $FB

IMHO, Enterprise B2B & Cloud-native businesses will be the most successful companies over the next decade like $SNOW $PLTR $CRWD

Here are key reasons: 0/
1/ During the crisis of Covid most of the innovation that happened in the world was primarily within the Enterprise.

Consumers had to adjust to the new ways of working within the next Enterprise 2.0

The next wave of trends include: Cloud, PaaS, SaaS, Developer Tooling, Security
2/ I still generally prefer Enterprise B2B Models over > Consumer B2C Models. Why?

Some traits - These businesses are more:
1. Essential tools
2. Customer Stickiness
3. More Recurring revenue streams
4. Scalable with a few players
5. Easier to land & expand
Read 8 tweets
Francis - Analyst Profile picture
1 Sep
"A.I Will Eat All Of Software"
- CEO/Founder of Databricks, Ali Ghodsi.

Databricks is a core data science/AI platform that I believe will be one of the biggest companies in the world by 2030.

This was a good interview. I can't wait for an IPO (1/3)
2/ Key Highlights:

+ They believe that more companies will go towards multi-clouds
+ CEO believes that platforms like $SNOW's data warehouse will envelop into Data Lakehouse (interesting)
+ Some Databricks Metrics:
- $600M+ ARR
- 75% YoY Growth Rate
- Growing slower than $SNOW
3/3: When I wrote about Snowflake last month. I wrote briefly about Databricks in that article.

If Databricks did an IPO or continue to make significant enhancements on their storage/compute capabilities, this could lead to multiple compression for $SNOW

seekingalpha.com/article/444142…
Read 4 tweets
Francis - Analyst Profile picture
19 Aug
My Investment Thesis on the Rise of The Gig and Freelance Work Economy.

The contrarian reason I chose $UPWK over $FVRR.

Full Thread Below:
1/The Market Opportunity:

+ 80% of gig transactions are still happening offline
+ The share of full-time freelancers and job market grew from 17% to 28% from 2014 to 2019.
+ 59Million Freelanced in 2020
+ 10+ Million Freelancers last year.
+ Over 50% are Gen Z and Millennials.
2/ Key Drivers for Work Marketplaces:

1/ Trust: Ability to trust the ratings and reviews
2/ Access to Buyers
3/ Product Offering
4/ Transaction Fees
5/ Network Effects (especially cross-border)
6/ Commoditized vs Differentiated Supply
7/ Economic Value
8/ Aggregating Demand
Read 30 tweets

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