https://t.co/RKO4BAMbpT
🔟Investing Philosophies I greatly admire. Learning from the best Investing Teams out there (that match your Philosophy/Strategy) and improving your own process is one of the best investing hacks. What are some others that you admire?
🔟of my principles at the end.
⬇️⬇️
Below are my quick useful🔟principles.
1⃣ Focus on Understandability (& circle of competence), Quality, Durability, Growth & Competitive advantages/Moats.
3⃣ Focus on Management - Integrity, Capability, Vision, Incentives alignment and long-term orientation.
5⃣ Respect Valuation (but that doesn't always have to mean purely statistical/backward looking metrics).
7⃣ Portfolio Concentration towards the best ideas based on conviction & return potential.
More from Ram Bhupatiraju
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
✅ @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
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
Excellent short summaries of many good investing books. 👏
cc: @dmuthuk @Gautam__Baid
(Some of the pages might open in German. Use the Translate to English option on the
List 👇
Some of my fav summaries from the list.
✔️Quality Investing - Lawrence Cunningham
https://t.co/pmVQFPlWby
✔️The Innovator's Dilemma – Clayton Christensen
https://t.co/VazvMPEE7D
✔️The Little Book That Builds Wealth - Pat Dorsey
https://t.co/sMJspTTQcA
cc: @dmuthuk @Gautam__Baid
(Some of the pages might open in German. Use the Translate to English option on the
List 👇
Some of my fav summaries from the list.
✔️Quality Investing - Lawrence Cunningham
https://t.co/pmVQFPlWby
✔️The Innovator's Dilemma – Clayton Christensen
https://t.co/VazvMPEE7D
✔️The Little Book That Builds Wealth - Pat Dorsey
https://t.co/sMJspTTQcA
More from Trading
Fake chats claiming to be from the Irish African community are being disseminated by the far right in order to suggest that violence is imminent from #BLM supporters. This is straight out of the QAnon and Proud Boys playbook. Spread the word. Protest safely. #georgenkencho
There is co-ordination across the far right in Ireland now to stir both left and right in the hopes of creating a race war. Think critically! Fascists see the tragic killing of #georgenkencho, the grief of his community and pending investigation as a flashpoint for action.
Across Telegram, Twitter and Facebook disinformation is being peddled on the back of these tragic events. From false photographs to the tactics ofwhite supremacy, the far right is clumsily trying to drive hate against minority groups and figureheads.
Declan Ganley’s Burkean group and the incel wing of National Party (Gearóid Murphy, Mick O’Keeffe & Co.) as well as all the usuals are concerted in their efforts to demonstrate their white supremacist cred. The quiet parts are today being said out loud.
The best thing you can do is challenge disinformation and report posts where engagement isn’t appropriate. Many of these are blatantly racist posts designed to drive recruitment to NP and other Nationalist groups. By all means protest but stay safe.
There is co-ordination across the far right in Ireland now to stir both left and right in the hopes of creating a race war. Think critically! Fascists see the tragic killing of #georgenkencho, the grief of his community and pending investigation as a flashpoint for action.
Across Telegram, Twitter and Facebook disinformation is being peddled on the back of these tragic events. From false photographs to the tactics ofwhite supremacy, the far right is clumsily trying to drive hate against minority groups and figureheads.
Be aware, the images the #farright are sharing in the hopes of starting a race war, are not of the SPAR employee that was punched. They\u2019re older photos of a Everton fan. Be aware of the information you\u2019re sharing and that it may be false. Always #factcheck #GeorgeNkencho pic.twitter.com/4c9w4CMk5h
— antifa.drone (@antifa_drone) December 31, 2020
Declan Ganley’s Burkean group and the incel wing of National Party (Gearóid Murphy, Mick O’Keeffe & Co.) as well as all the usuals are concerted in their efforts to demonstrate their white supremacist cred. The quiet parts are today being said out loud.
There is a concerted effort in far-right Telegram groups to try and incite violence on street by targetting people for racist online abuse following the killing of George Nkencho
— Mark Malone (@soundmigration) January 1, 2021
This follows on and is part of a misinformation campaign to polarise communities at this time.
The best thing you can do is challenge disinformation and report posts where engagement isn’t appropriate. Many of these are blatantly racist posts designed to drive recruitment to NP and other Nationalist groups. By all means protest but stay safe.
1/ Feels like a good time to tell the story of how I went from broke to a millionaire to broke again in 2017/18 again...
Yesterday was brutal for some people...
Losing life-changing money sucks, losing any money sucks...you can chase the market or you can change your strategy.
2/ The original thread is gone but you can read it here.
https://t.co/cLLNs75rB0
tl;dr
- Traded $32k to $1.2m
- Thought I was a genius
- Made poor investments
- Didn't conserve capital
- Peaked at 150 BTC
- Lost nearly all of it
2 weeks from losing my house + no income. Oops.
3/ I am going to assume you are in it for the money rather than the tech. Yeah, you might Tweet about the amazing blockchaining of cross-border payments and oracles yadda yadda...really, you are in it to make money.
If you are really in it for the tech, go and build something.
4/ Okay, so if you want to make money, trading is super hard, you are trading against:
- Better traders than you
- People who can move markets
- Unknown information
And if you are trading with leverage you might blow up your account with the volatility.
5/ If you are not trading, you are investing. Okay, so what are you investing in?
I made the decision that the crypto with the best opportunity of existing in 10 years is #Bitcoin:
- Solves a genuine problem
- The right tech
- A proven track record
Yesterday was brutal for some people...
Losing life-changing money sucks, losing any money sucks...you can chase the market or you can change your strategy.
2/ The original thread is gone but you can read it here.
https://t.co/cLLNs75rB0
tl;dr
- Traded $32k to $1.2m
- Thought I was a genius
- Made poor investments
- Didn't conserve capital
- Peaked at 150 BTC
- Lost nearly all of it
2 weeks from losing my house + no income. Oops.
3/ I am going to assume you are in it for the money rather than the tech. Yeah, you might Tweet about the amazing blockchaining of cross-border payments and oracles yadda yadda...really, you are in it to make money.
If you are really in it for the tech, go and build something.
4/ Okay, so if you want to make money, trading is super hard, you are trading against:
- Better traders than you
- People who can move markets
- Unknown information
And if you are trading with leverage you might blow up your account with the volatility.
5/ If you are not trading, you are investing. Okay, so what are you investing in?
I made the decision that the crypto with the best opportunity of existing in 10 years is #Bitcoin:
- Solves a genuine problem
- The right tech
- A proven track record
