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Ram Bhupatiraju Profile picture
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17 Sep, 6 tweets, 3 min read
"40 invaluable investing lessons" by Tony Deden (Chairman of Edelweiss Holdings) is such a great read for long-term investors. Worth re-reading once an year.

cc: @dmuthuk @Gautam__Baid @iancassel

My fav parts in the thread below.

thewoodshedd.com/docs/40%20%27i…
Some great pts
On what can go wrong and 3 components that make investments endure the test of time.
Few more good pts
Few more
Even the conclusion is 👏

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
17 Sep
My fav non-Tech, US based Co.'s. ~6⃣0⃣ names.

I love my Tech names for a majority of my Portfolio (BigTech, Small Tech, HW, SaaS, E-Commerce, FinTech, Consumer Tech), but there's plenty of great Co's outside of these.

Few of the other Sectors & my fav names in there.⬇️
✔️US based
✔️Tech (in a traditional sense) is not the main product of these Co.'s although they leverage it.
✔️Many of these have a mix of some of these below characteristics
✔️Great products/services
✔️Long-term oriented Mgmt teams
✔️Customer obsession
✔️Differentiated Biz Model
✔️Durable demand
✔️Innovative culture
✔️Lean operations
✔️Good Financial governance
✔️Very moaty or critical in their value chain
✔️Mkt (S&P) beaters over the 5/10 yr periods
Read 13 tweets
Ram Bhupatiraju Profile picture
16 Sep
The "50 FINANCE BOOKS" section on this blog has excellent summaries & notes for some of the best investing books. 👏 (Couldn't find the Twitter handle of the author to credit).

Thread below with some of my fav ones from the list. ⬇️

…estments-manofallseasons.blogspot.com/search/label/5…
✔️Margin of Safety: Seth Klarman

"Markets exist because of differences of opinion among investors"

"In investing it is never wrong to change your mind, it is only wrong to changed your mind and do nothing about it"

…estments-manofallseasons.blogspot.com/2019/06/book-r…
✔️100 Baggers by Chris Mayer

“Just a slight change in a golfer’s grip and stance may improve his game, so a little more emphasis on buying for keeps, a little more determination not to be tempted to sell … may fatten your portfolio."

…estments-manofallseasons.blogspot.com/2018/05/book-1…
Read 6 tweets
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

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