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Ram Bhupatiraju Profile picture
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17 Oct, 5 tweets, 2 min read
Good presentation on Buffett's investing style. Plenty of wisdom & common sense packed in, with many useful pointers for individual investors too.

(If ppt doesn't open/download on Mobile, try on PC).

Some of my fav slides combined in the below thread.⬇️

csus.edu/indiv/k/kuhlej…
✔️The core principles, Mr. Market & Bear Markets.
✔️Investing Philosophy
✔️The Business/Management/Financial/Market tenets
✔️Some of the quotes

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
17 Oct
My Monthly Learning Calendar for Investing.🗓️

If I had 1 hour per day (for non-Company related research), this is what I would do.

Going thru specific topics on specific days should help streamline the reading/learning process w/o causing too much information overload.
Investing in individual stocks is more than just company specific research.

It's about having a broader perspective on many topics including Investing principles/philosophy/history, Industry trends/landscapes, and thoughts/deep dives from other reliable sources.
I'm grateful to all these awesome folks that put out such quality content.

Also separate h/t to all the folks I follow on Twitter (list always growing, albeit slowly). You posts diversify and enrich my feed & learning.
Read 41 tweets
Ram Bhupatiraju Profile picture
15 Oct
Thread dedicated to Peter Lynch.🙏

Topic : "Co.'s making Products/Services you love and are increasingly using can make great potential investing candidates".

1⃣ My Laziness list : Consumer facing Co.'s that I used, loved & understood but still invested way too late.
Despite reading Peter Lynch in '08 and fully getting onboard (mentally) with his philosophy of investing in what you love/use, practically I still didn't apply this early enough. Why? Always getting attracted to some shiny new Co (I can't relate to) or an "amazingly cheap stock".
2⃣ My Crimes list : of selling great/relevant co.'s too early or never investing in other Co.'s I knew to be great for at least a decade.
Read 26 tweets
Ram Bhupatiraju Profile picture
15 Oct
"The Investment Checklist" by Michael Shearn is an excellent book for individual investors. On a practicality & usefulness scale, it's right up there with Peter Lynch and Pat Dorsey's books imo.

cc: @dmuthuk @Gautam__Baid @saxena_puru @BrianFeroldi

Full checklist👇
Checklist based on
✔️The Basics
✔️Customer perspective
✔️Strengths & Weaknesses
✔️Operating & Financial Health
✔️Quality of Earnings
✔️Quality of Management : Background, Competence, Positive & Negative traits
✔️Growth Opportunities
✔️Mergers & Acquisitions
The Summaries at the end of each chapter are highly useful reminders too. Few of my fav ones.⬇️

✔️Understanding the Business from the Customer perspective
Read 12 tweets
Ram Bhupatiraju Profile picture
13 Oct
Plenty of wisdom packed into this presentation on "Warren Buffett Quotes That Will Change How You Invest". h/t @SureDividend 👏

cc: @dmuthuk @Gautam__Baid

slideshare.net/suredividend/w…
Table of Contents and some of my fav quotes Image
continued... Image
Read 4 tweets
Ram Bhupatiraju Profile picture
10 Oct
Excellent summary of a Phenomenal book : Tren Griffin's "Charlie Munger – The Complete Investor".

So many investing and life lessons in this one. h/t @BigNitin 👏

biginvestorblog.com/2015/08/23/boo…
My fav pts from the summary, ended up being almost the entire summary.

Basics of Value Investing system and important points from "Worldly Wisdom" and "The Right Stuff". ⬇️
The Principles of Value Investing system.

Of course the quant formulas from 80 yrs ago based on Book Value & Tangible capital doesn't apply as much today, but the principles of Intrinsic Value, Margin of Safety (in Quality & Quantity), Market psychology will always be relevant.
Read 5 tweets
Ram Bhupatiraju Profile picture
6 Oct
"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.
Read 4 tweets

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