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Ram Bhupatiraju Profile picture
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12 Dec, 6 tweets, 2 min read
"100 to 1 in the Stock Market" by Thomas Phelps is a great book if you put it in the right context. Not for quick/easy formulas but about the potential of buying strong/durable Co's at good prices & holding them for a long time until they remain great.

victoricapital.com/2021/05/14/100…
My fav parts from the summary ⬇️
more ⬇️
few more ⬇️
Few more good summaries on that site.

✔️"One Up On Wall Street" by Peter Lynch

victoricapital.com/2021/04/07/one…
✔️"No Rules Rules" about Netflix by Reed Hastings and Erin Meyer

victoricapital.com/2020/10/16/no-…

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
13 Dec
Ben Graham's "The Intelligent Investor" is a horrible book if you're using it purely for the quant formulas in today's Markets, but probably THE BEST BOOK if you're interested in learning about the core investing concepts, and eternal truths about the Markets & its participants.
Below are few of my fav quotes organized by topic.

1⃣ Discipline
2⃣ Investing vs Speculation
Read 5 tweets
Ram Bhupatiraju Profile picture
10 Dec
This Software reviews site by @themotleyfool looks pretty useful for SaaS investors (in the covered categories).

My fav categories
✔️CRM
✔️E-Commerce
✔️HRM
✔️Identity Management
✔️POS

fool.com/the-blueprint/
It's good to learn at least the basics of the company's actual products & competitive landscape. The stuff that actually matters way before Financial statements, Valuation & stock prices come into picture.
As much as I love SaaS economics and the dominant companies within, I'm always wary of Co.'s with point solutions (this late into SaaS trend) that haven't yet developed into a full platform or dominating a vertical.
Read 8 tweets
Ram Bhupatiraju Profile picture
6 Dec
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…
Read 6 tweets
Ram Bhupatiraju Profile picture
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
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

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