Phenomenal list of investing quotes on a range of topics. From Buffett, Fisher, Keynes, Graham and many others. h/t @hcpgroup

The wisdom from great investors will help us have a more balanced and long-term perspective.

cc : @dmuthuk @Gautam__Baid

hcp.fi/wp-content/upl…
Compilation of my fav quotes ⬇️
On independent thinking
On Market timing
On the proper mindset for long-term investing and efficient decision making
Note : If the link doesn't work on Mobile, try on PC.

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More from @RamBhupatiraju

19 Nov
There's always something to worry about in the Market (if you let it).

Positions I bought during 4Q-2018 & Fall 2019 when there were also macro worries about Fed actions, trade wars..

Even with the recent haircuts on many of these, they did more than OK for a 2-3yr timeframe.
Simple Questions I ask during these times.

-Do I like/understand this Company?

-Am I willing to hold for at least 3-5 yrs if things go right/better with this business?
-At these purchase price levels, does it offer a good Risk/Reward with that long-term view?

-Is the Portfolio at risk from Quality perspective or over-weighting (to certain sector or company)?
Read 15 tweets
19 Nov
‘THE FIVE RULES FOR SUCCESSFUL STOCK INVESTING’ by Pat Dorsey is one of the best books for individual investors dealing with individual stocks. Nice summary of that book by @ChhedaAmey at @FinMedium 👏

CC: @dmuthuk @Gautam__Baid

Fav pts in the thread⬇️

finmedium.com/2020/06/summar…
Basic Principles of Investing ⬇️
Five Rules of Successful Stock Investing ⬇️
Read 9 tweets
17 Nov
One of my all-time favorite articles on "Capital Allocation". A crash course on the topic. h/t Gary Mishuris.👏

✔️Internal Growth
✔️Acquisitions
✔️Reduce Debt
✔️Share Buybacks
✔️Dividends

behavioralvalueinvestor.com/blog/capital-a…
Some basic info ⬇️
Capital Allocation Don'ts ⬇️
Read 12 tweets
16 Nov
Phenomenal curation of Howard Marks' memos by @BlasMoros.👏

So many excellent points on Market/Credit/Economic cycles & investor psychology. Few of my fav parts in the thread below.⬇️

blas.com/wp-content/upl…

✔️Some of the recurring mistakes investors make
✔️Pendulum analogy for the Market cycles
✔️Overall cycles that can affect the Markets & investors.

-Economic cycle
-Business cycle
-Profit cycle
-Credit cycle
-Market cycle
Read 8 tweets
15 Nov
"Fundamental Analysis" section on @Investopedia is a good place for beginner individual investors to understand the basics.

investopedia.com/terms/f/fundam…
Few of the Qualitative Factors to consider ⬇️ Image
Few other good sections on there

✔️How to Become Your Own Stock Analyst
Industry Analysis
Business Model Analysis
Financial Strength
Management Quality
Growth Analysis
Valuations

investopedia.com/articles/basic…
Read 5 tweets
12 Nov
Excellent series of articles on "Economic Moats and Sustainable Competitive Advantages" by @AdvPerspectives 👏

Very comprehensive & useful info for investors interested in identifying/buying/holding high quality businesses.

cc: @dmuthuk @Gautam__Baid

advisorperspectives.com/articles/2016/…
Basic definitions of the Economic Moats ⬇️
Read 9 tweets

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