"7 Powers: The Foundations of Business Strategy" by Hamilton Helmer is a highly useful book for anyone interested in investing in high quality Co.'s for the long-term.

Phenomenal summary of that book by @AbiTyasTunggal👏

cc: @dmuthuk @Gautam__Baid

tyastunggal.com/p/7-powers-the…
Good summary of the short definition, benefits and barriers of each of the 7 Powers.

1⃣Scale Economies
2⃣Network Economies
3⃣Counter Positioning
4⃣Switching Costs
5⃣Branding
6⃣Cornered Resource
7⃣Process Power
The overall illustration and few more important points.
Most industries are going to be impacted more and more by the ongoing Digital trends.

If companies do not have effective strategies and execution that lead them to these Powers and competitive advantages, their profits and Market caps would not be sustainable.

/END

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More from @RamBhupatiraju

4 Oct
🔟Stocks from my growth basket that I slowly add to every time there's rotation out of growth stocks due to Macro or Valuation reasons.

$TWLO $DOCU $CRWD $SQ $ETSY $FVRR $ROKU $TTD $PTON $U

(Yeah yeah, these are all FinTwit favs, no originality points there, I know).
I would rather keep or add to my capital to the
-Well capitalized secular growth Co.'s with
-innovative & well executing Mgmt. Teams
-high Margin recurring revenues
-Co.'s offering effective solutions by leveraging the latest tech
-developing Network effects/Switching costs.
Investing is as complicated as you want to make it.

To keep it simple, few questions I ask myself during the high volatility periods

✔️Do I understand these Companies, their Industry, underlying trends and would like to hold them for the next 5 yrs? Yes
Read 12 tweets
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 Image
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
1 Oct
"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 ⬇️
Read 4 tweets
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
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
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

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