The "2021 Fortune Future 50" An Index for Tomorrow’s Growth—and Today’s Resilience.

Feels good to own 22 of these Co.'s (and most of the US based ones from the list).

bcg.com/publications/2…
The Link from Fortune

fortune.com/future-50/2021/
Some links with additional info on the list.

fortune.com/2021/12/02/for…

fortune.com/franchise-list…
Criteria for the score :

✔️30% of the score is based on market potential—defined as its expected future growth as determined by financial markets.
✔️The other 70% is based on a Co.'s capacity to deliver against this potential. This score comprises 19 factors, selected for their ability to predict growth over the following five years which fall into four categories:

Strategy
Technology and investments
People
Structure
Sharing to boost my confirmation bias. Haha.. not really.

This is a good list of companies (at least most of the US based ones). Not familiar with most of the Asian names in here.

/END

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More from @RamBhupatiraju

6 Dec
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
Read 5 tweets
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
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

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