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Ram Bhupatiraju Profile picture
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Feb 13 • 6 tweets • 2 min read
"115 Profitable Investing Ideas" by @Greg_Speicher👏is one of my fav docs to recommend to individual investors.

An yearly reading of this will be very beneficial to most investors.

cc: @dmuthuk @Gautam__Baid

pdfcoffee.com/115-profitable…
My fav pts from the document (actually most of it).⬇️
Few more ⬇️
Some more⬇️
Attributes of Good & Bad Businesses.👏

There are always exceptions, but this captures it pretty well.
There are no 100% guarantees in investing, but developing the long-term mindset, building the right processes (for your situation) and focusing on the competitively advantaged businesses in attractive industries will increase your chances of success.

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
Feb 11
Best Businesses in the World to study🏆

For those inspiring to be Business focused long-term investors, below would be my recommendations of Businesses to intensely study.

30 old and 30 new Companies and my reasons to include them. ⬇️
Read up on their origin stories
-Their Mission, purpose and Values
-Main products/services & evolution
-Business models
-Customer focused & long-term oriented Management Teams that created/re-created their Success
-Company culture, Capital Allocation,
-Creating/extending Moats
-Leveraging Technology and adapting to times
-Finally long-term Financial statements to put everything into perspective....
Read 17 tweets
Ram Bhupatiraju Profile picture
Feb 11
OK, that's new. All 7 holdings reporting this week had decent to great Qtrs and none of the stocks got clobbered post ERs.

$CMG
$PTON
$PAYC
$DIS
$TWLO
$DDOG
$NET

Suspect won't be as lucky with the ERs in the next two weeks.
That was a beautiful quarter from $DDOG and a pretty decent one for $NET. Keep doing your thing.
Hey! What's up with that $TWLO though?

Yesterday AH : +25%
Today opening : +15%
Today closing : +2%
Inflation print ruined Jeff's party.😕
Read 4 tweets
Ram Bhupatiraju Profile picture
Feb 10
Good to see some surprises from $TWLO.

With ongoing Digital transformation projects, more & more Cos trying to own their Customer relationship and changes in data privacy landscape, both Communication & Engagement products could have plenty of runway.

s21.q4cdn.com/963721274/file… Image
My fav parts of the comments from Jeff Lawson.

For anyone new, this gives a good view of what they are doing and where they are trying to go with the whole Customer Engagement Platform on top of their Communications platform. Image
Some comments from Khozema Shipchandler (COO) on strategy and guidance. Image
Read 7 tweets
Ram Bhupatiraju Profile picture
Feb 9
As much as I love the Tech growth Cos, I enjoy being a LT shareholder in Chipotle $CMG even more (since 2014).🌯

One of the most Peter Lynchian stocks you can find in the US.
Checks so many of the boxes

✔️Simple concept to experience and understand (at a Unit/Corporate level)

✔️Customer loved and with some pricing power

✔️Steady Unit & Rev growth growth per year

✔️Great Unit economics at Restaurant level
✔️Growth funded with internal cash flows

✔️Decent Corporate level Margins

✔️Clean balance sheet with no dilution

✔️Good Management that is investing in all the right places - Digital, Menu innovation, Branding/Marketing, Drive thrus....
Read 8 tweets
Ram Bhupatiraju Profile picture
Feb 9
Excellent article on "Cash Flow Metrics and KPIs".

Does a great job of explaining the many important concepts & formulas from the Cash Flow Statement with examples.

netsuite.com/portal/resourc…
My fav metrics/KPIs in the article (Balance sheet metrics are used too).⬇️

✔️Operating cash flow (OCF)
✔️Working capital
✔️Days sales outstanding (DSO)
✔️Days Payable Outstanding (DPO) Image
✔️Accounts receivable turnover
✔️Accounts payable turnover
✔️Current ratio
✔️Return on equity (ROE) Image
Read 7 tweets
Ram Bhupatiraju Profile picture
Feb 6
"Basics of Financial Statement Analysis"- one of my fav docs to recommend to beginners and intermediate investors.

Combines the Financial concepts and practical applications really well. h/t @MercerCapital👏

mercercapital.com/content/upload…
The exhibits are really well illustrated.

Explanations of Balance sheet and Cash conversion cycle.⬇️
On concepts of Operating/Financial Leverage and Cash Flow statements. ⬇️
Read 5 tweets

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