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Ram Bhupatiraju Profile picture
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1 Oct, 4 tweets, 2 min read
"10 Ways to Improve Your Investment Process". One of my fav docs to recommend to individual long-term investors.

Packed with wisdom, useful & practical advice and beautifully written by @Greg_Speicher 👏👏

csinvesting.org/wp-content/upl…
My fav notes from Pts 1-5 ⬇️
Fav notes from Pts 6-10 ⬇️
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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
1 Oct
My fav investing Teachers & what I learned from them.

✔️Long-term focus🔭
Warren Buffett
Charlie Munger
Chuck Akre

✔️Growth📈
Philip Fisher
Clayton Christensen
David Gardner

✔️Behavioral🧠
Benjamin Graham
Howard Marks
Seth Klarman

✔️Process🗒️
Peter Lynch
Pat Dorsey
Nick Sleep
Some key points on each.

✔️Long-term focus

Buffett : Business Owner mindset (as an investor) will prompt you to think/act long-term. Time is a friend of excellent Business and a foe of the mediocre ones.
Munger : Learn and practice multi-disciplinary thinking. Patience & common sense are rewarded in the long-term.

Akre : Developing a simple approach (for buying/holding) that will help you stay with the good companies for a long time.
Read 10 tweets
Ram Bhupatiraju Profile picture
30 Sep
Phenomenal presentation by Howard Marks based on his book " Mastering the Market Cycle". Worth reading once an year.

cc: @dmuthuk @Gautam__Baid @saxena_puru @BrianFeroldi

My fav parts in the thread below.⬇️

calpers.ca.gov/docs/board-age…
Understanding the Market cycles and the factors that impact them (Capital availability, attitudes towards risk, optimism/pessimism taken to extremes) can be really helpful for long-term investors.
✔️On what causes Cycles and why trends go to excess
Read 11 tweets
Ram Bhupatiraju Profile picture
28 Sep
Good document for beginners about "What are Multi-Bagger stocks and How to find them?". h/t @TradeBrainsGrp @kritesh_rocks 👏

tradebrains.in/wp-content/upl…
Traits of Multi-bagger stocks ⬇️
How to find multi-bagger stocks ⬇️
Read 5 tweets
Ram Bhupatiraju Profile picture
26 Sep
Excellent compilation of Quarterly Fund Letters to Investors. h/t @Vintage_Value 👏

From this list, I always look forward to the updates from @IntrinsicInv @SagaPartners @AltaFoxCapital @BaillieGifford @HaydenCapital @OctahedronCap and few others.

vintagevalueinvesting.com/the-complete-l…
I love this new format even more as it lists the stocks mentioned (if any in detail) in the letters.

Always good to read well researched/written long or short commentary from some smart investors on our Portfolio/Watchlist companies. Image
My fav pts from some new ones I read recently in the thread below.

✔️Guardian Funds on investing in
-Thriving Digitally native businesses
-Founders that focus on culture, innovation, long-term thinking
-having an owner mindset as an investor

$SHOP, $SPOT, $RBLX and $PLTR Image
Read 5 tweets
Ram Bhupatiraju Profile picture
22 Sep
Thesis for🔟of my positions. The Fun version. Don't worry, I have a proper thesis too.

This is just a fun exercise, to zoom out from Stock prices, Quarterly Reports and look at the core customer value proposition.

$DOCU $TWLO $SHOP $DDOG $CRWD $UPST $ETSY $ABNB $GDRX $TTD
1⃣ $DOCU

Anyone who signs stuff - "I can't wait to get back to pen/paper signing and waste a bunch of time going around places signing stuff."
2⃣ $TWLO

Developers : I hate using easy-to-use Communication APIs in all my channels and would love to re-create the wheel myself by spending a lot of time/effort.
Read 14 tweets
Ram Bhupatiraju Profile picture
21 Sep
My Google Finance screenshot from 10 yrs ago (Aug 2011).

Look where the indices and stocks shown were trading back then vs now. (Compare Mktcaps, not prices as many of them had splits over the yrs).

$AAPL $ADBE $AMZN $CMG $GOOG $ISRG $LULU $MA $MELI $MSFT $NFLX $NVDA $V
We went thru US and Eurozone recession fears, three US Presidential elections, Brexit, Terrorism events, many Taper tantrums, a deadly Pandemic and many more major events/headlines and here we are.
I take screenshots like these during Bear Markets and extreme volatility periods (took many during GFC, Fall 2011, Feb 2016, 4Q-2018, March 2020...) as a reminder that whatever is the news of the day will blow over and the real issues (GFC/COVID...) will get resolved with time.
Read 12 tweets

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