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Ram Bhupatiraju
@RamBhupatiraju 5 years, 2 months ago 1026 views

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Excellent Section on CFI site for learning more about Business Valuation. 👏

Few of my fav articles in the thread

✔️Cash Flow Drivers
Revenues
Gross Margins
EBIT(DA) Margins
Working Capital
Capital Expenditures
Capital Structure

https://t.co/2xnnoCX3Rs

✔️Valuation Drivers

https://t.co/O6NicNixJW

✔️DCF Analysis Pros & Cons

https://t.co/K9LhjXdT0T

✔️Enterprise Value (EV)

https://t.co/LVM5RuKD5W

✔️Intrinsic Value

https://t.co/U0xS1aWrhp

More from Ram Bhupatiraju

Ram Bhupatiraju
@RamBhupatiraju

🔟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.
⬇️⬇️

1⃣ Buffett : Gotta start with the🐐

https://t.co/RKO4BAMbpT

2⃣ Ensemble Capital : @IntrinsicInv @ToddWenning

https://t.co/6Cozku3Vmn

3⃣ Fundsmith : Terry Smith

https://t.co/WqBHvN4RiU

4⃣ Silver Ring Value Partners : Gary Mishuris

https://t.co/hjDC2VBIum

Ram Bhupatiraju
@RamBhupatiraju

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

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Ram Bhupatiraju
@RamBhupatiraju

Insights from Philip Fisher. One of the best docs I came across for individual investors.

Phenomenal effort by @SiddharthVoraPL @PLIndiaOnline 👏👏

cc: @dmuthuk @Gautam__Baid @saxena_puru

https://t.co/K19gWk9TFO

Philip Fisher's 15 points, simplified. ⬇️

His Investment strategy and Search strategy. ⬇️

Full scale scuttlebutt is not possible for individual investors (lack of time, resources, contacts), but with efficient search & communication online (tuning out the noise), there are still some ways to do good research.

Good sequence of steps to filter from a wider universe of companies to the few promising ones that meet the criteria. ⬇️

Excellent Checklist for Business, Management and Financial characteristics. ⬇️

Ram Bhupatiraju
@RamBhupatiraju

One of my fav docs to come back to during all market cycles. Covering Investment principles, checklists, economic cycles/bubbles, value traps & more. Phenomenal compilation by @pcordway👏

cc: @dmuthuk @Gautam__Baid @saxena_puru

Some of my fav content.⬇️

https://t.co/TIkvktVoJC

Pretty good process and checklist.

Tenets from "The Warren Buffett Way"

Some lessons from Ben Graham

Phil Fisher's 15 Questions and 10 Don'ts.

Ram Bhupatiraju
@RamBhupatiraju

Excellent article on Investor psychology & Market cycles based on Howard Marks' "Mastering the Market Cycle".

cc: @dmuthuk @Gautam__Baid

My fav pts 👇

Excellent pts 👇

✔️Mania and risk
"The combination of feedback loops and irrational exuberance, where newfound expectations and enthusiasm, encourages investors to bid up and rationalize extraordinary growth in asset prices.

By contrast, during periods of fear and pessimism, many face difficulties with identifying potential future value beyond the immediate-term.

An understanding of where attitudes to risk sits within the current investor psychology cycle can be a useful knowledge advantage.

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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:

Nikita Poojary
@niki_poojary

Catch me if you can @Mitesh_Engr

Time for a🧵
Mitesh Sir's EXPIRY Option Selling 101:
• What to look for?
• Strike Selection & Ratios
• SL mgmt
• Avoiding freezes
• Monthy Expiry
• Event days
• How he would have traded last expiry?

In collaboration with @AdityaTodmal

Edward de Bono says intelligence is like a🚗 Automobile

“A powerful car may be driven badly. A less powerful car may be driven well. The skill of the car driver determines how the power of the car is used.”

What @Mitesh_Engr Sir looks at for Expiry Trading:

• Technicals of BNF
• Individual Heavyweight stocks of BNF
• Support/Resistance of BNF on weekly TF
• Also has Superb SL management
• When it comes to adjustments, he is always on toes

How to Select Strikes to Sell?

• You can't sell based on premium
• Follow only trend
• Price action is best to sell on expiry day
• Never wait for the options to go to zero

Using Ratios to Sell:

• If BNF is in a range then strangles
• If breakout/ breakdown from a range then directional
• Selling 70/30 or 80/20 ratios
• 2 examples on how he used ratios

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Lakshminarayan G
@narayanagl

The Chanting of following names of Bhagwan Vishnu, immensely helps us in overcoming the obstacles in our daily life.
These names are from Sri Vishnu Sahasranama!
|. "Om Vashatkaaraaya Namaha" : For Success in Business.
||. "Om Aksharaaya Namaha" : For Success in Studies.

|||. "Om Bhuthabhavanaya Namaha" : For Good Health.
|V. "Om Paramaathmane Namaha" : For Self Confidence.

Src: VAK magazine from Chilkur Balaji Temple, Hyderabad - Sri @csranga
#SanatanaDharma #SanatanaSanskriti #Sattology

One needs to chant the following slokas 28 times to get rid of certain problems in life.
Om Hrushikesaya Namah - For Overcoming Bad habits
Om Vashatkaaraya Namah - For Success in Business, Interviews, visa interviews, building relationships

Om Srimate Namah - For Handsome appearance & wealth
Om Aksharaya Namah - For Education & better financial strength
Om Paramatmane Namah - For self employed people, for promotions and success in games.
Om Putatmane Namah - To remove mental stress & for mental peace

Om Sarmane Namah - For Job Satisfaction
Om Bhutadaye Namah -To amend soured friendship or any personal relationship
Om Dhatre Namah - For issueless couple
Om vidhatre Namah - Pregnant Ladies to Chant for healthy babies.
Chant the following 108 times :

Angela Jamison
@AnJamison

@45RapeKatieJohn @buzz\_chronicles @buzz\\\_chronicles @buzz_chronicles save as category @pdfmakerapp grab @pdfmakerapp grab this @readwiseio save @readwiseio save thread @threader compile summarize @Threadreaderapp unroll please @ttttreads unroll @unrollthread.com @SaveToBookmarks

Angela Jamison
@AnJamison

@bellingcat @buzz\_chronicles @buzz\\\_chronicles @buzz_chronicles save as category @pdfmakerapp grab @pdfmakerapp grab this @readwiseio save @readwiseio save thread @threader compile summarize @Threadreaderapp unroll please @ttttreads unroll @unrollthread.com @SaveToBookmarks

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I get asked for writing tips a lot. Of all the ones I’ve given, here are a few of the ones that seem to hold true and remain somewhat universal or at least mostly unobjectionable:

#amwriting #writingtips

1. If you are a fast writer (i.e., if you compose first drafts very quickly) then you absolutely must become a slow editor. Much of what I call “writing” is really, for me, editing.

2. If you don’t read you cannot write a lot or well. Sure, maybe you can read like a maniac for a decade and then read less after that, but without some large volume of intake, there will never be a meaningful output.

2.1 I sometimes say that I feel like writing without reading is like trying to run a marathan on a cracker. And sadly I see many students struggling to write when they have simply never read enough to fuel that demand of the task at hand.

3. All writing is writing if one decides to treat it that way. If one takes some degree of intentional will when sending emails, posting on social media and writing notes and marginalia, then all of that can count as meaningful daily writing.

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śākta
@LearningShakta

Arya Samaj Exposed ( A Thread)

Today I'm going to expose these so called reviver of Sanatan dharma.

Arya samaj's main book which they treat as their bible is Satyarth Prakasha. Which was written by "Maharishi" Dayanand Saraswati.

Dayanand Condemned Idol worship and blamed it on jains . like really??

The book peddles hate against several Hindu sects.

here is hate against Vaishnavas

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$Corey Lynn \U0001f64f\U0001f1fa\U0001f1f8$

Corey Lynn 🙏🇺🇸...
@CoreysDigs

1) OBSERVATION: The frequencies are changing. I would have to assess stats on the electromagnetic field to see its fluctuations. All I know is, I am highly sensitive to energy/frequencies, and they are changing, because…

2) 2 Weeks ago, my dog was effected by it as well. He is hearing things that aren’t technically audible. I can tell by his body language and sounds. One week ago I began feeling a pressure in my head and ears. It wasn’t painful at all, but it was intense for a bit.

3) It reminded me of taking off in an airplane a bit. I felt like I was in a vacuum. It went on and off for a couple of days. I’ve picked up on frequencies and high pitched sounds (not audible to most) for 30 years, and today my right ear began to ring for longer than usual.

4) This is nothing unusual for me, with exception of the duration. This happens often with me. No, it’s not tinnitus. Only this time, when I spoke, there was reverb creating a high pitch in my ear from my voice. This lasted for about 30 minutes. It did not hurt, just annoying.

5) So yes, the frequencies are changing. What this means exactly, I am unsure of at the moment. Some will say electromagnetic fields, others will say ascension, and some will say pole shift. I honestly can’t say at this very moment.

$Tinker \u274e$

Tinker ❎
@TinkerSec

Singing the Blues:
Taking Down an Insider Threat

"I had all of the advantages. I was already inside the network. No one suspected me. But they found my hack, kicked me off the network...

...and physically hunted me down."

Many pentests start from the outside, wanting to see how the perimeter might be breached.

This pentest started from the inside. My client wanted to assume they had already been breached, and, if breached, how far could an attacker go.

Could they stop me once I was inside?

So they snuck me in. Disguised me as a new employee. Gave me a work computer, an ID badge, an account in their system... hell, I even had a cubicle w/my assumed name on it.

The only person who knew who I really was was their CISO. Everyone else thought I was Jeremy in Marketing.

During most of the first morning, I completed onboarding, made introductions, and completed menial tasks.

But I had to act quick. I only had a week onsite. I had to hack their network while not raising suspicion.

So I set about it.

You have to understand... most "Internal Pentests" are straight forward. The hard part is breaching the network, but once you're inside, it's a target rich environment. End of Life computers, default passwords, everyone a Local Administrator...

christmas cheer liz br...
@ebruenig

one of the things i like about Batman is that it's fundamentally about being orphaned, and being an orphan — how this guy stays tethered to the world in his own weird, abstract, extrajudicial way when he feels that his link to it has been violently severed

Batman does this by permanently recapitulating his own trauma: solving crimes for other people, protecting them. But that's actually just the beginning; he also recapitulates his own experience of orphanness by essentially raising several orphans

Dick is an orphan in the traditional sense: dead parents. Batman sees it happen. Jason, less so: missing dad, known mom who eventually dies. Tim, even less so: parents are around a while, and involved, before both dying. Carrie, even less than that: negligent parents.

Steph: evil father, who openly works against her. And then there's Damian, whose parents are both alive and yet both have identities that totally obliterate their role as his parents. He doesn't relate to them as a mother and father; he can't, and neither can they.

In all these different cases, Batman tries all these different ways of making orphanness for them not what it was for him: Either by trying to teach them the (arguably poor) coping skills early that he learned over a very long time, or by literally legally adopting them, etc.