Thread by @RamBhupatiraju

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.

Disclaimers :

Below thread has the resources listed by topic (and not by calendar days).

The below is NOT a ranking of resources. Just a listing of my current fav resources based on specific topics.

Descriptions on why I like each resource is not listed here (due to the huge #). You can find that info for most of these resources in my current pinned tweet.

The goal is not to drown myself in so much content, but selectively scanning and then diving into the specific posts that most relate to my investing process and current interests.

Let's dive in. ⬇️⬇️

✅Mondays : Investing Fundamentals

Day 1

Ensemble Capital @IntrinsicInv @ToddWenning
intrinsicinvesting.com

John Huber @JohnHuber72
sabercapitalmgt.com/saber-notes/

Day 8

Marcelo Lima @MarceloPLima
hellerhs.com/blog

Safal Niveshak @safalniveshak
safalniveshak.com/blog/

Day 15

These folks pack so much wisdom and learning in their Twitter Threads. Confession : I've only finished reading 25% of my bookmarked tweets from them. Time to make some time to finish the rest.

@honam
@10kdiver
@SahilBloom

Day 22

Focused Compounding @FocusedCompound
focusedcompounding.libsyn.com/website

Charlie Bilello @charliebilello
compoundadvisors.com/blog

Day 29

Gary Mishuris
behavioralvalueinvestor.com

Drew Dickson @AlbertBridgeCap
albertbridgecapital.com/drews-view

✅ Tuesdays : Tech

Day 2

Stratechery @stratechery
stratechery.com

Baillie Gifford @BaillieGifford
actually.bailliegifford.com

Day 9

Software Stack Investing @StackInvesting
softwarestackinvesting.com

CB Insights @CBinsights
cbinsights.com/research/repor…

Day 16

Hhhypergrowth @hhhypergrowth
hhhypergrowth.com

Matthew Ball @ballmatthew
matthewball.vc

Day 23

Beth. Technology @Beth_Kindig @knox_ridley @IOFundOfficial
io-fund.com/blogs

Public Comps @publiccomps
blog.publiccomps.com

Day 30

Ben Evans @benedictevans
ben-evans.com/essays

Adam Hartung @adam_hartung
adamhartung.com/blog/

✅Wednesdays : Broader Perspectives

Day 3
Morgan Housel @morganhousel
collaborativefund.com/blog/

Nick Maggiulli @dollarsanddata
ofdollarsanddata.com

Day 10

Ian Cassel @iancassel
microcapclub.com/author/ian-cas…

Ben Carlson @awealthofcs
awealthofcommonsense.com

Minerva Review
athenarium.com

Day 17

Masters Invest @mastersinvest
mastersinvest.com

Novel Investor @NovelInvestor
novelinvestor.com

Investor Amnesia @InvestorAmnesia
investoramnesia.com

Day 24

Gavin Baker @GavinSBaker
gavin-baker.medium.com

Telescope Investing @LukeTelescope @AlbertTelescope
telescopeinvesting.com

✅Thursdays : Deep dives & Blogs

Day 4

Mostly Borrowed Ideas @borrowed_ideas
mbi-deepdives.com/latest-posts/

The Undercover Fund Manager @FMUndercover
theundercoverfundmanager.com

Gaucho Rico @GauchoRico
gauchorico.com/blog/

Day 11

Chris Seifel @2ChaseGreatness
polymathpursuit.substack.com

Quality Compounders
qualitycompounders.com.au

Thomas Chua @SteadyCompound
steadycompounding.com/categories/

Day18

The 10th Man
the10thmanbb.com

Digital Porcupine
digitalporcupine.com

Buck on Software @BucknSF
buckonsoftware.substack.com

Day 25

Ahmad Jivraj @mrjivraj
playingfordoubles.substack.com

The Wealthy Owl @OwlWealthy
thewealthyowl.com/blog

Left Brain IR @LeftBrainIR
leftbrainir.com/complimentary-…

✅Fridays : Investing Services

Day 5
Motley Fool Stock Advisor &
Rule Breakers Services @TMFStockAdvisor & @TMFRuleBreakers

Day 12
7 Investing content @7investing
7investing.com

Potential Multibaggers content @FromValue
seekingalpha.com/author/from-gr…

Day 19
Brian Feroldi & Brian Stoffel content @BrianFeroldi @Brian_Stoffel_
brianferoldi.substack.com
youtube.com/c/brianferoldi…

Saul's Discussion Board
boards.fool.com/sauls-investin…

Day 26
Investing City content @investing_city
investingcity.org

Seeking Alpha : Bert Hochfeld
seekingalpha.com/author/bert-ho…

App Economy Insights @EconomyApp
seekingalpha.com/author/app-eco…

✅Saturdays : Podcasts & Explorations

Day 6
Invest Like the Best @patrick_oshag
podcasts.apple.com/us/podcast/inv…

Business Breakdowns @bizbreakdowns
podcasts.apple.com/us/podcast/bus…

Day 13
Motley Fool Money @MotleyFoolMoney @TMFChrisHill
podcasts.apple.com/us/podcast/mot…

Motley Fool Industry Focus @MFIndustryFocus
podcasts.apple.com/us/podcast/ind…

20VC @20vcFund
podcasts.apple.com/us/podcast/the…

Day 20
Acquired FM @AcquiredFM
podcasts.apple.com/us/podcast/acq…

Chit Chat Money @chitchatmoney @CCM_Brett @CCM_Ryan
podcasts.apple.com/us/podcast/chi…

Day 27
Motley Fool Rule Breaker @RBIPodcast @DavidGFool
podcasts.apple.com/us/podcast/rul…

The Acquirers Podcast @acquirersx
podcasts.apple.com/us/podcast/the…

We Study Billionaires @TreyLockerbie @stig_brodersen
podcasts.apple.com/us/podcast/we-…

✅Explorations :
Crypto
DeFi
Blockchain
NFTs

Feel free to add good resources on these topics (for relative amateurs).

✅Sundays : Substacks & other

Day 7
Richard Chu @richard_chu97
richardchu97.substack.com

Jamin Ball @jaminball
cloudedjudgement.substack.com

Stock Novice @StockNovice
thestocknovice.substack.com

The Generalist
thegeneralist.substack.com/archive?sort=n…

Day 14
Investment Talk @InvestmentTalkk
investmenttalk.substack.com

Tanay Jaipuria @tanayj
tanay.substack.com/archive?utm_so…

Weekly 10K
Weekly10K.substack.com

Jonah Lupton @JonahLupton
jonahlupton.substack.com/people/1849864…

Day 21

Brad Freeman @StockMarketNerd
stockmarketnerd.substack.com

MT Capital @MT_Capital1
mtcapital.substack.com

The Global Investor @Invesquotes @BuyandHoldd
theglobalinvestor.substack.com

Day 28
Seeking Alpha :

Andres Cardenal @andrescardenal
seekingalpha.com/author/andres-…

Integrator @fintegrate
seekingalpha.com/author/integra…

Kayode Omotosho
seekingalpha.com/author/kayode-…

✅Quarterly & Intermittent checks

Howard Marks Memos
oaktreecapital.com/insights/howar…

Michael Mauboussin
michaelmauboussin.com

Aswath Damodaran
pages.stern.nyu.edu/~adamodar/

Fund Letters & Content

Saga Partners @SagaPartners
sagapartners.com/investorletters

Lindsell Train
lindselltrain.com/insights-event…

Dennis Hong : Shaw Spring Partners @DennisHong17
shawspring.com

Fred Liu : Hayden Capital @HaydenCapital
haydencapital.com/investor-lette…

More Substacks (not as frequently updated recently, but high quality that I look up to)

Rihard Jarc @RihardJarc
uncoveralpha.substack.com

Soumya Zen @Soumyazen
septum.substack.com

Innovestor @Innovestor_
innovestor.substack.com

Adventures in Finance @adventuresinfi
adventuresinfi.substack.com

Joshua Tai @JoshuaTai0427
joshuatai.substack.com

Irish Born Investor @BornInvestor
irishborninvestor.substack.com

Mazwood Cap @MazwoodCap
mazwoodcap.substack.com

OK, will stop there for now.

Obviously this is my list that I love to read in my limited time and limited budget for paid services🙂.

Fell free to add some of your fav content for long-term investing resources.

Happy Learning!

/END