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Ram Bhupatiraju Profile picture
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21 Oct, 4 tweets, 1 min read
Seth Klarman's "The Forgotten Lessons of 2008" has some pretty good reminders to not get carried away during the good times (forgetting the timeless lessons) and leaving us vulnerable for the bad times.

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My fav parts 👇
Nice summary 👇

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
22 Oct
When luck/timing masquerades as skill.

My Portfolio snapshot from 04/14/2010. All these positions were acquired between late Dec'08 and 03/06/2009 (GFC bottom).

A hard look and few lessons from that time. ⬇️ Image
Some background :

After dabbling in some rookie trading in 07-08 (tiny portfolio) and getting my fingers burnt from a trade in Crocs (Oct'07, long story), I was mostly on the sidelines and just watched the Financial meltdown starting Sep'08.
Was lucky enough to read some Seth Klarman, Peter Lynch and Buffett stuff during Fall 2008 which put things in perspective.
Read 22 tweets
Ram Bhupatiraju Profile picture
22 Oct
Pretty decent blog for beginners, with clear explanations of various investing concepts.👍

Sharing few of my fav articles. ⬇️

✔️Financial Ratios
penpoin.com/financial-rati…
✔️Valuation Ratios

penpoin.com/valuation-rati…
✔️Operating Leverage

penpoin.com/operating-leve…
Read 5 tweets
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
17 Oct
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
Read 5 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

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