BC ALL
Saved by @SeekerHari

The (investing) world is full of noise📢. Tune that out and find your signal.🗼

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 Tech
https://t.co/nyOlasCY1o
✅ @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 investing.
https://t.co/mWycSnTeoB
✅ @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 research
https://t.co/CjhLRdP7Rh
✅ @publiccomps
Very useful if you're into SaaS investing
https://t.co/jWlIzwbDe7

✅ @CBinsights
Some excellent deep-dives & other great articles (if you can find the free ones).
https://t.co/H77hNoLlHh
General Investing blogs

✅ @morganhousel
The master storyteller
https://t.co/f1joTRaG55

✅ @dollarsanddata
Excellent data driven insights
https://t.co/Mj1owkzRc8

✅ @awealthofcs
Great Financial commentary with some much needed humor
https://t.co/y81KHfh8cn
✅ @iancassel
Phenomenal investor and communicator
https://t.co/KEMTBHa8Qk

✅ @GavinSBaker
Deep & insightful writing
https://t.co/WTCpxNXvfW

✅ @mastersinvest
A master at compiling the knowledge from the great investors
https://t.co/2XxBzxxrYb
✅ @NovelInvestor
Excellent writer & compiler
https://t.co/Wd3E3HxT4D

✅ Howard Marks' memos
https://t.co/ZATOKc5W3T

✅ @AlbertBridgeCap
Very insightful views
https://t.co/Jzz1F2nyaI
Investing Fundamentals Blogs

✅ @IntrinsicInv @ToddWenning
Excellent writing on the foundational investing concepts
https://t.co/lQOBSNv1Nh

✅ @JohnHuber72
One of the clearest Investment thinkers and writers
https://t.co/QslJlfCejm
✅ Gary Mishuris
Phenomenal writer for Fundamental analysis
https://t.co/9CqfJDNJix

✅ @CatanaCapital
Great articles on different industries
https://t.co/QvNIwRFIZm

✅ @LeftBrainIR
Love their complementary reports on my fav Co.'s
https://t.co/TtUICZ5qjC
✅ @borrowed_ideas
New but already proved his talent and quality
https://t.co/yswPHiLeia

✅ @scuttleblurb
Excellent deep-dives
https://t.co/Xwpq5lOzau

✅ @10kdiver
Amazing threads on Fundamental Finance/Investing concepts
https://t.co/5vjYRdinWV
More sharp Investors that I look fwd to for their Investor letters or other content.

✅ @SagaPartners
https://t.co/uW1Xa1g0F3

✅ @DennisHong17
https://t.co/O4baJuHGL3

✅ @HaydenCapital
https://t.co/piNaRPS06h

✅ @CohoCap

✅ @PolenCapital
https://t.co/u744eFGQwH
Substacks

The quality/volume of Substacks are getting ridiculously good. Can't wait to see more great content.

✅ @BrianFeroldi The relentless Teacher
https://t.co/u89relRji3

✅ @richard_chu97
https://t.co/T0cXm0fXbd

✅ @GetBenchmarkCo
https://t.co/HTybVNu5tX
✅ @JonahLupton
https://t.co/uKgYhwDFUe

✅ @SeifelCapital
https://t.co/CXXG5PY0xX

✅ @adventuresinfi
https://t.co/v5fs3jFKmF

✅ @Soumyazen
https://t.co/sXDbj0y7UV

✅ @InvestmentTalkk
https://t.co/mM2f1rZNLx
✅ @LiviamCapital
https://t.co/11LBjW5MA5

✅ @jaminball
https://t.co/e6nNnOJf3K

✅ @StockNovice
https://t.co/UXk4nbRH0D

✅ @StratusYoung
https://t.co/XyuXLp71th

✅ @SecretCapital_
https://t.co/QZmUxPWIBK

✅ @reshoftc
https://t.co/L4fwdFfpoQ
Seeking Alpha

These guys are masters at their art and my favorites (due to the Tech focus)

You can find plenty of free articles and can try out the trial subscriptions for checking out their services.

✅ Kris @FromValue
https://t.co/lBCoTv9Pyf
✅ Integrator @fintegrate
https://t.co/rdmpWNFnMs

✅ Bert Hochfeld @TargetTicker
https://t.co/zh6nxNsafF

✅ @andrescardenal
https://t.co/1iDCN57C5p

✅ Kayode Omotosho
https://t.co/C9i9y3MTDt

✅ @EconomyApp
https://t.co/daJxFnp3ie
Investing Services

✅ Always grateful for @themotleyfool @DavidGFool and @TomGardnerFool for the wonderful company they created and all the content it produces
- @TMFRuleBreakers @TMFStockAdvisor services
- Free articles by many wonderful authors
- Free Podcasts and MF Live.
✅ @7investing

Wonderful team with @7Innovator @Matt_Cochrane7 @7investingSteve @worstideas7 @7MaxxChatsko @MSamy_7 each having their own strengths but complementing each other well in creating a great service.
✅ @investing_city Business Breakdowns

Ryan is a relentless learner and wonderful at explaining different concepts thru Twitter and his various services.
Folks on Twitter that educate & help improve my investing process.🙏

@saxena_puru @dmuthuk @Gautam__Baid @dhaval_kotecha @TMFJMo @TMFStoffel @BluegrassCap @FocusedCompound @LiebermanAustin @mrjivraj @dannyvena @RihardJarc @danielsparks @anandchokkavelu @BackpackerFI @BahamaBen9
Don't go chasing after the short term returns that are always elusive.

Build a solid foundation and a good process that's resilient/repeatable and the long-term returns will come chasing after you.

/END

All the best. 👍
Feel free to add other resources that made you a better long-term investor and delivered good results.

⬇️⬇️⬇️⬇️⬇️

More from Ram Bhupatiraju

Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Excellent summary of Philip Fisher's book "Conservative Investors Sleep Well".

Plenty of great points on identifying the growth potential, managerial capability and defensiveness of a Company.

cc: @dmuthuk

Characteristics of high quality companies with good long term prospects

✔️Lowest-cost
✔️Customer focused
✔️Effective research
✔️Strong marketing
✔️Good accounting

People factors

✔️Determination, competence and teamwork
✔️Internal development and promotion
✔️Entrepreneurial and disciplined
✔️Genuine and conscious culture

Business characteristics to grow and defend

✔️Profit margins
✔️Barriers to entry
✔️First mover advantage (& extending that Leadership)
✔️Competition and substitution
✔️Economic moats

Few of my fav pts from the article. Not every Company will have all these traits, but the more the better.
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
"The Peter Lynch Playbook". An epic 23 page compilation of all things Peter Lynch. Fantastic effort by Mayur Jain @MJBaldBard 👏👏

One of those must read documents for individual investors.
CC: @dmuthuk @Gautam__Baid @saxena_puru @BrianFeroldi

Goes into 6 categories of Stocks
1) SLOW GROWERS
2) ASSET PLAYS
3) STALWARTS
4) TURNAROUNDS
5) CYCLICALS
6) FAST GROWERS

& details like
Traits
Examples
People
PE Ratio comments
2 Min Drill
Checklist
Portfolio Allocation %
Risk/Reward
When to

Lot of great points on topics like

✔️DESIGNING A PORTFOLIO
✔️STOCK PICKING
✔️INVESTING PSYCHOLOGY
✔️RISK MANAGEMENT
✔️MARKET TIMING
✔️SILLIEST (AND MOST DANGEROUS) THINGS PEOPLE SAY ABOUT STOCK PRICES
✔️PETER’S PRINCIPLES; and 25 GOLDEN RULES
✔️SCUTTLEBUTT
✔️WALL STREET

The section on Investing Psychology is excellent. Below are some of my fav pts.


Some more fav pts form various sections.
ALL
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Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Excellent collection of articles related to Financial Statement Analysis and related topics, on Harvard Business School Online blog. h/t @online_HBS 👏

✔️The Beginner's Guide to Reading & Understanding Financial

How to Read & Understand

✔️Income Statement
https://t.co/sx2QP2kDvx

✔️Balance Sheet
https://t.co/xK5r04EmPT

✔️Cash Flow

✔️GAAP vs. IFRS : What are the Key Differences?
https://t.co/9vqtZVmOys

✔️20 Financial Terms to

✔️How to quickly & effectively read an Annual Report
https://t.co/6vNPoHY3yi

✔️Cash Flow vs Profit : What's the

✔️How to Value a Company : 6 Methods &
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
Phenomenal book summaries of "The Best Investment Books Ever". h/t @Investbythebook 👏👏

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
ALL
Ram Bhupatiraju
Ram Bhupatiraju
@RamBhupatiraju
One of my all-time favorite articles on "Investing Mistakes". h/t Altais Advisors @basrars @vishalmittal22 👏

So many good lessons here for long-term investors in individual stocks. My fav pts in the thread below.

1⃣ Selling good businesses too early: without giving due importance to long term growth outlook and the potential of the business to scale.

If you are invested in a growing business, do not sell it for temporary overvaluation,

there may be some time correction which is fine, which should be managed at a portfolio level. At the same time, one needs to be careful of slowing growth or fundamental deterioration in the business.

2⃣ Going down the Quality curve: Selling good companies, which were growing well, and investing in cheaper but low quality/ growth companies. Over the cycle, this results in sub optimal returns.

3⃣ Waiting for a little lower price to buy: Losing 10-20 baggers waiting for 20-25% lower price! Missing the boat on so many opportunities trying to just get them a bit cheaper, which never comes.
ALL

More from All

Vibhu Vashisth
Vibhu Vashisth
@VIBHU_Tweet
RISHI PINGALA:THE ANCIENT INDIAN SAGE DISCREDITED FOR HIS MAJOR CONTRIBUTIONS TO MATHEMATICS & PHI

Have you ever heard about,"The Golden Ratio"?
The Golden Ratio or Phi(Greek) is a mathematical ratio of nature. Mother Nature is the most exquisite artist in herself.


&Its this Phi she uses to create all the beauty in World.
If anyone uses this ratio correctly in their art,it can turn into a spell-binding piece of work.Such is the significance of'Phi'.But my thread isn't about it.Its about somethin called'Fibonacci Series'&who actually made it


Phi is related to Fibonacci series(0,1,1,2,3,5,8,13,21,34...)
&this series is responsible for everything dat is beautiful on this planet. Just try to calculate the ratio of any 2 successive numbers ÷ each of them by the number before it in above infinite series.

E.g. 3/2=1.5, 5/3=1.666, 8/5=1.6, 34/21=1.61904 and so on. Did you notice something? The ratio is coming almost same every time. This ratio is called 'Phi 'which is numerically represented as 1:1.618. This Golden Spiral is made in exact proportion of 1:1.618.


The thing I want to emphasize here is that we always find only those things appealing and attractive that have Phi. It's in our subconscious. Isn't it some revelation? We are the part of this Divine proportion of the God or the Mother Nature. Check these:
ALL
Aditya Todmal
Aditya Todmal
@AdityaTodmal
Master Thread of all my threads!

Hello!! 👋

• I have curated some of the best tweets from the best traders we know of.

• Making one master thread and will keep posting all my threads under this.

• Go through this for super learning/value totally free of cost! 😃

1. 7 FREE OPTION TRADING COURSES FOR


2. THE ABSOLUTE BEST 15 SCANNERS EXPERTS ARE USING

Got these scanners from the following accounts:

1. @Pathik_Trader
2. @sanjufunda
3. @sanstocktrader
4. @SouravSenguptaI
5. @Rishikesh_ADX


3. 12 TRADING SETUPS which experts are using.

These setups I found from the following 4 accounts:

1. @Pathik_Trader
2. @sourabhsiso19
3. @ITRADE191
4.


4. Curated tweets on HOW TO SELL STRADDLES.

Everything covered in this thread.
1. Management
2. How to initiate
3. When to exit straddles
4. Examples
5. Videos on
OPTION SELLING , OPTIONSTRATEGIES , CATEGORY
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The Chartians
The Chartians
@chartians
Took me 5 years to get the best Chartink scanners for Stock Market, but you’ll get it in 5 mminutes here ⏰

Do Share the above tweet 👆

These are going to be very simple yet effective pure price action based scanners, no fancy indicators nothing - hope you liked it.

https://t.co/JU0MJIbpRV

52 Week High
One of the classic scanners very you will get strong stocks to Bet on.

https://t.co/V69th0jwBr

Hourly Breakout
This scanner will give you short term bet breakouts like hourly or 2Hr breakout

Volume shocker
Volume spurt in a stock with massive X times
SCREENERS , ALL , CHARTLINK SCREENERS
Save To Bookmarks \uea00
Save To Bookmarks ...
@SaveToBookmarks
@buzz_chronicles @AchuthArora @aldothetrainer @Artofphysique_ @rattibha Gotcha, boss!

Your tweet has been saved for later.

In order to manage your bookmarks you have to join up at savetobookmarks .com. Thanks!
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Pastor 't.O.s.I.n. OLUNUGA
Pastor 't.O.s.I.n. OLU...
@TosinOlunuga
Personal Prayer Walk Chronicles, 11th March, 2023...

I REALLY HAVE A ?? this mornin

Anyways, Woke up this mornin with so much energy(glory to God), at a time, I was considering walking from ABEOKUTA- Ibadan just to show that my frenemy, Pst. @Abel2goupOla that I was fitter.. 😂


Anyways, I set out early praying in tongues, which is my usual practice, but, midway, I decided to listen to one of the audio messages on my phone. The lot fell on Pst. E.A. Adeboye's message, titled, "THE CREATIVE POWER OF GOD'S WORD"

His Word can CREATE, CALL FORTH, CANCEL,

OBTAIN etc. It can serve in every capacity and can do all things, even d imagined stuffs can b brought to manifestation.
📌
Making time to study His Word is really underrated. Many today just glance thru & rush off. This will not help. We must make time in d midst of no time.
📌

Now, indulge me to ask you these simple questions.
📍
When was the last time you came to the altar of Prayer, just to guage your relationship with God?

Have you noticed or observed that, We monitor almost everything in our lives?

From the petrol in our car to that in our generators.

We monitor the money in our banks as well as that in our pocket....

#We monitor our performances at work and those of our subordinates...

#We monitor our health,
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You May Also Like

Anu Satheesh
Anu Satheesh
@AnuSatheesh5
Guruvayur Sri Krishna & Coconut with Horns.
#Krishnaleela
#Bhakthi
🕉
We’ve all grown up listening to stories of Shri Krishna. This one is a famous story of Shri Krishna in Guruvayur Temple, also called Dakshina Dwaraka.


There lived a villager who planted coconut saplings and had promised that he would offer the 'first coconut' from each of his coconut trees to "Guruvayurappan". When the trees started to yield coconuts, he collected the first coconut from all the trees in a sack 👇


and set forth to Guruvayur.

On the way he was stopped by a robber who asked all the items in the sack. The villager told the robber that the coconuts in the sack belonged to Guruvayurappan and so he was unable to hand it over.
@SriramKannan77 @Jayalko1


The robber with anger asked the villager "Is Guruvaurappan's coconut any different? Does it have horns ?".
Saying so the robber pulled the sack forcefully out of the villager's hand, and coconuts came out..👇


To their astonishment each and every coconut in the sack had horns! Even today, the coconut with horns are displayed in the temple for devotees to see.

Below Picture is not original, as we cannot take photos inside temple.
Hare Krishna
Guruvayurappa
🕉🕉🕉🕉🕉
Shubham
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Anshul Pandey
Anshul Pandey
@Anshulspiritual
BRAHMA VAIVARTA PURAN: IMPORTANCE AND CHARACTERISTICS.

This Puran introduces us to way of Vedas. On the request of Narad Muni Bhagwan Saavarni had preached this Puran. It is a summary of Dharma, Arth, Moksha etc.


Listening to this Puran one gets automatically attached to Vishnu and Shiva and realize that there is no difference between them. Vyasji divided this book into four parts. It has eighteen thousand shlokas. This whole book is in the form of dialogue between Suutji and Maharishi's.

The first part Brahmkhand, consists of Shrishti description. Here Shri is known as Para Brahma and description of Gokul is also mentioned, It also narrates the argument between Brahma and Narad in which both were defeated, and then Narad went to Shiva to attain more gyan.

Shivji advised him to go to Bhagwan Saavarni for this. Narad goes to Saavarni ashram to seek Knowledge and is totally amazed by the sorroundings.

Next is Prakriti khand which consists of dialogue between Narad and Saavarni where they discuss the

Importance of Shri Krishna through various stories. Then there is the discussion of Prakriti and its various hues. Listening to this gets you wealth.
Next is Ganesh Khand which describes the Punyak vrat done by Parvati ji. After this it narrates the birth of Kartikeya and Ganesh.
RELIGION
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SK
SK
@sk_diary1
Sri Sanjeevi Rayar Temple located in Ayyangar Kulam,near Kanchipuram,TN

#Thread

Ancient but beautiful temple dedicated to Hanuman. This temple is a legendary one. According to the Sthala Puranam of Sanjeevi Rayar temple,it is associated with an episode from Ramayana.


Legend story -Hanuman was flying from Himalayas to Lanka bearing Sanjeevi hill to revive Lakshmana during battle between Rama& Ravana, a piece of the Sanjeevi Parvat fell at this place.Many believe this legendary story & even today that no one here dies of any kind of poisoning.

From historical background of the temple it is known that temple was originally built by a great scholar &administrator Kotikanyadanam Lakshmikumara Tatacharya. Temple itself&village were named following name of great scholar Tatacharya, who was then popularly known as Ayyangar.

He was the royal preceptor of Vijayanagara emperor Venkata Raya who had his capital at Chandragiri in AP.Upon returning from a pilgrimage,robbers tried to attack Tatacharya at this place. Being a great devotee of Hanuman,he instantly composed a poem in Sanskrit praising Hanuman.


The bandits immediately ran away &Tatacharya decided to build a temple dedicated to Anjaneya at that very place.This Sanskrit poem is called Hanumad Vimshati, has been inscribed in Grantha script inside this temple.The huge temple tank called Tatasamudram, in honor of Tatacharya.
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Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Panniyur Sri Varahamurthy Temple Palakkad, Kerala
#KeralaTemples 🚩

Panniyur Sri Varahamurthy Temple is located in Pattambi Taluk of Palakkad District. This is believed to be the first temple in Kerala, where Prathishta was done by Parasurama

Story says that, Parashurama after


Creating Kerala was doing Tapasya here. But he was disturbed as the land faced turbulence. Parashurama sought Narada’s help, who advised him to pray to Vishnu. Parashurama started praying Maha Vishnu. Finally Maha Vishnu appeared and told to do Prathishta of his Varaha Avatar.


As Earth is saved in Varaha Avatar, this temple is famous to solve land related issues.

Many people conduct Bhoomi puja here, which is very special here. They bring sand from around the temple which is used for pooja and then has to be returned to the same spot 👇


from where it was taken.
It is also believed that Perumthachan, the legedary craftsman has abandoned his tools here.
Om Shri Varaha Murthaye Namah
🙏🕉🙏
ALL
Savitri Mumukshu - \u0938\u093e\u0935\u093f\u0924\u094d\u0930\u0940 \u092e\u0941\u092e\u0941\u0915\u094d\u0937\u0941
Savitri Mumukshu - साव...
@MumukshuSavitri
1/n
The kingdom of Sindh was ruled by its last Hindu king Raja Dahir during the 8th century. When Muhammad-bin-Qasim invaded Sindh, he decimated Sindh in his savage bloodlust. The chronicles of his advent are described in the Chachnama.


2/n
The Chachnama describes in detail how the Arabs led by butcher Qasim conquered Sindh. It tells the terrible tale of bravery, treachery, & carnage marking the entry of Islamic conquest of India’s Hindus.


3/n
When Muhammad-bin-Qasim attacked Sindh, Dahir had collected an army of 50,000 horses and marched from Brahamanabad to Rawar to face the invader. Qasim had an army that numbered in the tens of thousands with camels & horses.

4/n
Earlier Arab Alafis - Syeds from Prophet Mohammed’s own family had fled from Mecca with 500 men to Sindh and Raja Dahir had given them asylum. Trusting these Muslims would prove to be the fatal mistake for the downfall of Sindh & pave the way for Islamic invasion.

5/n
On an “auspicious day” in A.D. 711, fixed by astrologers, Mohammed Bin Qasim started for Sindh at the head of the Iraqi, Syrian, and other Arab soldiers. His horses and camels were disguised to look like lions and elephants. Rebel Jats also joined Qasim’s army.
ALL , GANDHARITIHAS