Share this page!

Ram Bhupatiraju Profile picture
Twitter logo
6 Dec, 5 tweets, 2 min read
Howard Marks' presentation on "The Truth About Investing" is worth reading once an year. So many good quotes/reminders on Market cycles and investor psychology. 👏

cc: @dmuthuk @Gautam__Baid

static1.squarespace.com/static/568cf1d…
My fav quotes from the document. ⬇️
Few more
and some more.
If the link doesn't work (on Mobile), just google "Howard Marks on The Truth about Investing" and you will find plenty of links.

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Ram Bhupatiraju

Ram Bhupatiraju Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
28 Nov
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
Read 6 tweets
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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
Ram Bhupatiraju Profile picture
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

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get emails when @RamBhupatiraju has new unrolls!

Check out other threads from @RamBhupatiraju!

Read all threads by @RamBhupatiraju

:(