https://t.co/OoFu0YPxiM
Some Excellent articles on Financial Ratios and Analysis.
h/t @discover_ci 👏
1⃣ Profitability
✔️Determining a Company’s Key Performance Indicators
✔️Collecting Company Financial Statements & Calculating Financial Ratios
✔️Analyzing Operating Results & Financial Ratios
https://t.co/ptipG3cqw0
More from Ram Bhupatiraju
For any Learning machines out there, here are a list of my fav online investing resources. Feel free to add yours.
Let's dive in.
⬇️⬇️⬇️
Investing Services
✔️ @themotleyfool - @TMFStockAdvisor & @TMFRuleBreakers services
✔️ @7investing
✔️ @investing_city
https://t.co/9aUK1Tclw4
✔️ @MorningstarInc Premium
✔️ @SeekingAlpha Marketplaces (Check your area of interest, Free trials, Quality, track record...)
General Finance/Investing
✔️ @morganhousel
https://t.co/f1joTRaG55
✔️ @dollarsanddata
https://t.co/Mj1owkzRc8
✔️ @awealthofcs
https://t.co/y81KHfh8cn
✔️ @iancassel
https://t.co/KEMTBHa8Qk
✔️ @InvestorAmnesia
https://t.co/zFL3H2dk6s
✔️
Tech focused
✔️ @stratechery
https://t.co/VsNwRStY9C
✔️ @bgurley
https://t.co/NKXGtaB6HQ
✔️ @CBinsights
https://t.co/H77hNp2X5R
✔️ @benedictevans
https://t.co/nyOlasCY1o
✔️
Tech Deep dives
✔️ @StackInvesting
https://t.co/WQ1yBYzT2m
✔️ @hhhypergrowth
https://t.co/kcLKITRLz1
✔️ @Beth_Kindig
https://t.co/CjhLRdP7Rh
✔️ @SeifelCapital
https://t.co/CXXG5PY0xX
✔️ @borrowed_ideas
cc: @dmuthuk @Gautam__Baid
I would add
@chriswmayer's 100 Baggers,
@Gautam__Baid's The Joys of Compounding and @morganhousel's The Psychology of Money
and this list would be near perfect.
Few of my favs from the list
✅Classics
✔️Common Stocks Uncommon Profits by Philip Fisher
https://t.co/E937mMZ5gH
✔️One Up On Wall Street by Peter Lynch
https://t.co/KwFObdEDvX
✔️The Intelligent Investor by Benjamin
✔️The Most Important Thing by Howard Marks
https://t.co/NSMlErGnxM
✔️The Essays of Warren Buffett by Lawrence Cunningham
https://t.co/IAdVxIn54d
✔️Poor Charlies Almanack by Charlie Munger
https://t.co/NPIXqociQQ
✔️Margin of Safety by Seth
✅Psychology
✔️Reminiscences of a Stock Operator by Edwin Lefèvre
https://t.co/RxOo45NZor
✔️The Crowd by Gustave Le Bon
https://t.co/paZKS8pQYr
✔️Thinking fast and slow by Daniel
Investing websites/blogs that I shared during the @FintwitSummit last weekend. With some minor changes and lot of additional commentary in the thread below. ⬇️⬇️
My investing diet 🗒️
✔️Zero Financial TV.
✔️Very little Market & Stock prices commentary/content.
✔️Lot of Company produced presentations/statements.
✔️ Lot of Investing Podcasts (thread some other time).
✔️Lot of below awesome content whenever I find time.
Tech : Have to start with my favorite sector
✅ @stratechery
For deeper understanding of Platforms and Aggregators.
https://t.co/VsNwRStY9C
✅ @benedictevans
Phenomenal essays related to
✅ @adam_hartung
Extremely good if you are into following & investing in strong/durable trends.
https://t.co/IOE1pmkqbi
✅ @BaillieGifford
Mind blowing, if you're into extremely patient and visionary style of
✅ @StackInvesting
Must read if you love the combination of Software + Investing
https://t.co/WQ1yBYzT2m
✅ @hhhypergrowth
Phenomenal writing if you love technical deep dives into SaaS
https://t.co/kcLKITRLz1
✅ @Beth_Kindig
Sharp Tech focused
More from Investing
Rather, I learned 10x more about investing from Twitter University.
🧵 Here are 5 threads from world-class Fintwitters.
What you learn: Build an investing checklist.
From: @BrianFeroldi, writer at Motley
1/ How to create an investment checklist (thread)
— Brian Feroldi (@BrianFeroldi) December 8, 2020
Checklists are an amazing, FREE, underutilized investing tool
Here's the step-by-step process for how to create your own
\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f\u2b07\ufe0f
What you learn: Read 10Ks like a Hedge Fund
From: @FabiusMercurius
\U0001f9d0How to Read 10Ks Like a Hedge Fund\U0001f9d0
— Ming Zhao (@FabiusMercurius) May 7, 2021
\u201cFundamentals don\u2019t matter anymore!\u201d I\u2019ve heard this a lot lately on Fintwit.\U0001f644
But, for those who\u2019ve diversify beyond $GME and $DOGE, here\u2019s a primer on what metrics fundamental buy-side PMs look at and why:
(real examples outlined)
\U0001f447 pic.twitter.com/tLlNRvpnDK
What you learn: Perform a DCF analysis.
From: @10kdiver
1/
— 10-K Diver (@10kdiver) August 8, 2020
Get a cup of coffee.
In this thread, I'll show you how to do a DCF analysis.
For those unfamiliar, DCF = Discounted Cash Flow.
What you learn: When to sell your stocks
From: @borrowed_ideas, founder at
The One with the Cash Flow Explained
It's the weekend!
— Tar \u26a1 (@itsTarH) May 15, 2021
Grab a cup of coffee, in this thread I will explain
1. What a cash flow statement is?
2. What does it tell you about a business?
3. How to analyze one?
Examples included various Indian companies.
Let's dive right in. pic.twitter.com/c8tNP26Z8K
The One with Free Cash Flow Explained
Its the weekend!
— Tar \u26a1 (@itsTarH) May 22, 2021
Grab a cup of coffee, in this thread I will explain
1. What is Capex?\U0001f4b0
2. What is Free Cash Flow? \U0001f4b8
3. What does Cash Flow from Investing and Cash Flow from Financing tells us? \U0001f4a1
Examples includes some famous companies.
Lets dive right in. pic.twitter.com/HDJgUvE8f8
The One with Mutual Funds
Its the weekend!
— Tar \u26a1 (@itsTarH) May 29, 2021
Grab a cup of coffee, in this thread I will explain
1. How to select a Mutual Fund?
2. Common and costly mistakes people make while choosing a Mutual Fund
3. Some tools and tips to help you while selecting a fund
Lets dive right in. pic.twitter.com/teelsojtn9
The One on Laurus Labs
Laurus Labs : A Visual Story
— Tar \u26a1 (@itsTarH) May 30, 2021
I am a Data Science / Machine Learning developer by profession and data along with finance are my two areas of competence.
I realize how powerful combining both of them can be, so here is a visual analysis for Laurus Labs.
You May Also Like
Ironies of Luck https://t.co/5BPWGbAxFi
— Morgan Housel (@morganhousel) March 14, 2018
"Luck is the flip side of risk. They are mirrored cousins, driven by the same thing: You are one person in a 7 billion player game, and the accidental impact of other people\u2019s actions can be more consequential than your own."
I’ve always felt that the luckiest people I know had a talent for recognizing circumstances, not of their own making, that were conducive to a favorable outcome and their ability to quickly take advantage of them.
In other words, dumb luck was just that, it required no awareness on the person’s part, whereas “smart” luck involved awareness followed by action before the circumstances changed.
So, was I “lucky” to be born when I was—nothing I had any control over—and that I came of age just as huge databases and computers were advancing to the point where I could use those tools to write “What Works on Wall Street?” Absolutely.
Was I lucky to start my stock market investments near the peak of interest rates which allowed me to spend the majority of my adult life in a falling rate environment? Yup.