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Ram Bhupatiraju Profile picture
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Aug 30 • 6 tweets • 4 min read
Happy 9⃣2⃣nd Birthday to the favorite investing teacher for many of us.🎂 Every additional year of his life is an incredible gift to the Business & Investing community.🙏

Five of my favorite and useful #Buffett resources in the thread below ⬇️

cc: @dmuthuk @Gautam__Baid
1⃣ An Excellent 5 part Infographic series on Buffett by @VisualCap 👏

visualcapitalist.com/warren-buffett…
2⃣ "Lessons From Warren Buffett’s Annual Letters To Shareholders" phenomenal compilation by @CBinsights 👏

cbinsights.com/research/buffe…
3⃣ Buffett FAQ. Answers to a range of questions/topics on "What would Buffett do?". Compiled from their Shareholder letters and responses in other forums over the years.

buffettfaq.com
4⃣ "Warren Buffett Quotes That Will Change How You Invest" - Excellent compilation by @SureDividend 👏

slideshare.net/suredividend/w…
5⃣ 60 Years of the best from Buffett's Annual shareholder letters. An incredible effort and compilation by @investing_city 👏

medium.com/@ryan_reeves/t…

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
Aug 23
Planning to slowly dip my toes in the buying pool again.

Watching (not recs)
$MTCH under $58 (existing position : avg basis $84)
$TREX under $49 (no position, have been interested for many yrs)
Any experts on these names? Looking for long-term fundamental bear thesis (not a short term technical one, or a generic economy based one) and any major issues in the near future?
$MTCH has low capex, good cash generating assets but lately been tied up in litigations/settlements and write-offs.

Watching Whether they can optimize the legacy assets, leverage Tinder further and grow RPPs...
Read 6 tweets
Ram Bhupatiraju Profile picture
Aug 22
"Words of Investing Wisdom" by Value Investor Insight. One of my fav docs to come back to every year. So much wisdom packed in one place.👏

If below link doesn't work, google "Words of Wisdom Value Investor Insight pdf".

csinvesting.org/wp-content/upl…
Some of my fav quotes from the document. Part 1⬇️
Part 2 ⬇️
Read 6 tweets
Ram Bhupatiraju Profile picture
Aug 12
Last 15 purchases. All adds to existing positions. All done from mid May-mid June. Been inactive for 6 weeks after mid-June.

Everyone knows the bull case for these, below is what I watch out for.

$SHOP $NET $ROKU $TTD $TWLO $RBLX $VEEV $ABNB $ETSY $ZS $MELI $U $FVRR $SQ $SBUX
None of these were made with the hope of bottom fishing (just lucky if they turn out to be).

Also all of these were bought before the recent round of Q2 results, which changed the conviction levels slightly up/down (but none that warranted drastic action for me).
Also would have loved to add more to my existing positions outside Tech but those other Sectors didn't come down far enough (like during COVID crash) and felt that some high quality/durable Tech might have come down too much just due to the ST sentiment.
Read 21 tweets
Ram Bhupatiraju Profile picture
Aug 9
Good article on the importance of having a Behavioral edge. 👏

The main edge that can actually be leveraged upon by the individual investors that are long-term oriented (of course, analytical skills are important).

medium.com/@richard_malon…
Few pts from the article. ⬇️

How does one remain levelheaded and logical?

✔️Confidence in your analysis

✔️Don’t check stock quotes daily

✔️Diversify

✔️Be completely objective in your selection AND selling process
✔️Invest in ETF’s and index funds (the right option for most individuals when limited on time, interest, competence & temperament)

✔️Focusing on the long term

✔️Building a portfolio from a position of strength
Read 8 tweets
Ram Bhupatiraju Profile picture
Jul 3
Good stuff for beginners on "How to Value a Company". h/t @Investopedia 👏

Covers a lot of basic content to explore w.r.t Fundamentals, Financial Statements, Ratios, Qualitative/Quantitative Analysis, Valuation methods etc.

investopedia.com/terms/b/busine…
Content and navigation for the overall section.
✔️Few of my fav sections

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

investopedia.com/articles/basic…
Read 5 tweets
Ram Bhupatiraju Profile picture
Jun 22
Re sharing one of my fav blogs "The Good Investors - Singapore" & some of my fav articles. (Not sure if they are on Twitter).

Interesting/useful stuff for individual, long-term investors.👏

thegoodinvestors.sg/saying-goodbye…
Lessons from the above article
✔️24 Things Every Investor Should Know About Investing (To Become Better)

Some great pts on
✔️Market facts
✔️Investing psychology
✔️How to invest

thegoodinvestors.sg/things-every-i…
Read 8 tweets

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