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Ram Bhupatiraju Profile picture
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30 Aug, 6 tweets, 4 min read
Happy Birthday to the favorite Investing Teacher for many of us.🎂

Five of my favorite and useful #Buffett resources in the thread below ⬇️

CC: @dmuthuk @Gautam__Baid
1⃣ An Excellent 5 part Infographic series on Buffett by @VisualCap

visualcapitalist.com/warren-buffett…
2⃣"Lessons From Warren Buffett’s Annual Letters To Shareholders" phenomenal compilation by @CBinsights

cbinsights.com/research/buffe…
3⃣ Buffett FAQ. Answers to a range of questions/topics on "What would Buffett do?". Compiled from their Shareholder letters and responses in other forums over the years.

buffettfaq.com
4⃣ "Warren Buffett Quotes That Will Change How You Invest" - Excellent compilation by @SureDividend

slideshare.net/suredividend/w…
5⃣ 60 Years of the best from Buffett's Annual shareholder letters. An incredible effort and compilation by @investing_city

medium.com/@ryan_reeves/t…

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
14 Sep
Excellent presentation on Economic Moats🏰.

Goes into much more detail than the cursory & generic explanations. h/t @brianlaungaoaeh 👏

Targeted towards Tech startups, but very useful info for Public Mkt investors too.

cc: @dmuthuk @Gautam__Baid

slideshare.net/BrianLaungAoae…
Contents
✔️Network Effects🕸️
✔️Switching Costs⚖️
✔️Intangibles ™️
✔️Cost Advantages💰
✔️Efficient Scale💪
✔️Summary📜
✔️Network Effects
Direct
Indirect
Two-sided
Local
Read 10 tweets
Ram Bhupatiraju Profile picture
10 Sep
My first 1⃣0⃣0⃣ bagger. Finally.... Love you $LULU 💕

I'll not pretend to be an expert on 100 baggers (this is a nominal win, read Pt11), but will just share some general and some specific lessons I came across thru my holding of $LULU.

12 Lessons from the 12 year journey. ⬇️
1⃣Be open minded : Good ideas can come from anywhere.

Fresh from reading Peter Lynch's "One Up On Wall Street" back in Dec'08 I wanted to pick one branded athletic retailer. $NKE $LULU $SKX might have been the choices.
I read up few free articles on Motley Fool and elsewhere and the basic analysis was good enough for me to get started.

What attracted me to $LULU back then was
-Yes, it's catchy name to begin with
-Small but a leader in a growing Healthy Lifestyle trend
-Founder led
Read 33 tweets
Ram Bhupatiraju Profile picture
10 Sep
One of my fav docs on Behavioral Finance. ⬇️

Covers a lot of basics on the major biases, with examples and also on how to minimize them.👏

tilsonfunds.com/TilsonBehavior…
The common mistakes 👇
Learning how to address our behavioral biases is incredibly important. Solid advice. 👇
Read 4 tweets
Ram Bhupatiraju Profile picture
8 Sep
Excellent blog for Book Summaries on the topics of Finance, Investing and Biographies. Kudos to @jeremyrsilva for the incredible effort. 👏

One of my fav blogs that I revisit often to check out the new summaries.

jsilva.blog/book-summaries/
✔️Money and Finance Book Summaries ⬇️

jsilva.blog/book-summaries…
✔️Business and Leadership Book Summaries ⬇️

jsilva.blog/book-summaries…
Read 8 tweets
Ram Bhupatiraju Profile picture
3 Sep
My biggest losers of all time (on % basis or opportunity cost) and what I learned from them.

"Experience is what you get when you didn't get what you wanted."😂
Most of these Co.'s, I got in either due to low valuation (which ended up being Value traps) or envy out of missing their previous gains (while not knowing enough about the quality/sustainability/future outlook).
Except for a couple of cases ( $SDRL $UA), I also didn't know enough about the Management teams. Even in those two cases, the founders mismanaged the strategy/business later.
Read 18 tweets
Ram Bhupatiraju Profile picture
3 Sep
I love the combination of
✔️Picks & Shovel plays in the Digital Transformation, led by innovative leaders
✔️The best Co's in this space delivering important solutions while leveraging the best of SaaS Business models.
✔️LT view, buying early, buying slowly, stomach for Volatility
1⃣The ability to offer innovative/critical/useful solutions to Customers by leveraging the latest technologies

2⃣Developing an effective recurring revenue and high Gross Margin business
3⃣Landing/retaining/expanding Customers

4⃣Efficient S&M/R&D for sustainable growth

Co.'s that can do these effectively and consistently will reward shareholders over the long-term.
Read 7 tweets

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