Ram Bhupatiraju
RamBhupatiraju
I guess there's a reason for why IE-commerce so much. These lessons are as important as the returns.Sharing with few Fintwit friends. @saxena_puru @FromValue @dhaval_kotecha @richard_chu97 @adventuresinfi @BahamaBen9 @TMFJMo @7Innovator
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Good blog that I came across for growth investing "New Academy of Finance".Well written articles on few concepts & lists of stocks for further research. (No affiliation, just sharing.)@saxena_puru @richard_chu97
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#SaaS week, Ep. My SaaS journey, scorecard & lessons learnt. Oh yeah! My original & current thesis for my SaaS holdings too.Sharing with few (SaaS) friends.@TMFJMo @saxena_puru @FromValue @richard_chu97 @BrianFeroldi
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Excellent article - "34 Investment Strategies and Rules to Make You a Better Investor". h/t @KenFaulkenberryPlenty of good points & reminders here for business focused long-term investors.@dmuthuk @Gautam__Baid @saxena_puruhtt
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2020 has been a great yr for many individual investors in innovative & growth Co's. Congratulations!cc:@saxena_puru @richard_chu97 @BrianFeroldi @FromValue @TMFJMo @7Innovator @BluegrassCap10 Tips with compliments, caution & eve
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Let's talk about Home Sweet Home If someone asked me to create an Index of Housing related Stocks, these are the Co's I would pick.$RDFN $DOCU $W $HD $SHW $TREX
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I owe Wayfair $W another thread for the incredible 1200% and the 600% gains it has given me in the remaining two positions bought in March.A story about some preparation
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Long thread about Trends, Innovators, Valuations, Volatility and the mindset needed for great long-term returns. 1. Few 10 Baggers in SaaS/E-Commerce/Payments land since Feb 2016 (weak time for the overall
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Excellent compilation of quotes from Benjamin Graham's "The Intelligent Investor". cc: @dmuthuk @Gautam__Baid https://www.arborinvestmentplanner.com/quotes-from-the-intelligent-investor-revised-edition/ By far the best book ev
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Some quick reflections from the recent Bear Market. Thoughts, actions, results and more...cc: @saxena_puru @FromValue @Matt_Cochrane7 @BrianFeroldi @TMFJMo @BluegrassCap $W, $PINS, $UBER, $ROKU, $TWLO, $BUD, $BIP, $AYX, $DOCU, $NOW, $WDAY,
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Long thread on $AAPLSometimes it's good to sit back and understand/appreciate the miracles around. It's easy to complain that Apple has lost it's innovative touch, iPhone sales are falling, Services
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