Some Excellent articles on Financial Ratios and Analysis.
h/t @discover_ci 👏

1⃣ Profitability

"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.

My Monthly Learning Calendar for Investing.🗓️

If I had 1 hour per day (for non-Company related research), this is what I would do.

Going thru specific topics on specific days should help streamline the reading/learning process w/o causing too much information overload.

Investing in individual stocks is more than just company specific research.

It's about having a broader perspective on many topics including Investing principles/philosophy/history, Industry trends/landscapes, and thoughts/deep dives from other reliable sources.

I'm grateful to all these awesome folks that put out such quality content.

Also separate h/t to all the folks I follow on Twitter (list always growing, albeit slowly). You posts diversify and enrich my feed & learning.

Disclaimers :

Below thread has the resources listed by topic (and not by calendar days).

The below is NOT a ranking of resources. Just a listing of my current fav resources based on specific topics.

Descriptions on why I like each resource is not listed here (due to the huge #). You can find that info for most of these resources in my current pinned tweet.

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.

The Concept Of Economic Moat While Analysing a Company

Economic Moat 101

A Thread 👇

Inspiration -- @FI_InvestIndia

What is a Moat ?

The dictionary defines the word ‘moat’ as a “deep, wide ditch surrounding a castle, fort, or town, typically filled with water and intended as a defense against attack “.

In stock market investing, an economic moat is an important concept with none other than Warren Buffet as one of its strongest proponents.

In fact, he has stated this multiple times that he loves companies with huge and long term competitive advantage over others, which he refers to as buying an economic castle with a ‘moat’.

A company with a moat has an edge over others as :

- It will have little or no competition

- it will be in an industry which would be difficult to penetrate into

-It will have a distinct cost advantage

I got serious about Twitter on April 12th 2020.

Since that day:

I've raised $5MM and met with over 200 future investors in my real estate deals.

I've done $75k worth of consulting.

And I've met mentors and friends I'll carry with me for life.

What worked for me 👇👇👇

First of all I tried the mainstream advice and built my own blog, podcast, email list, YouTube. Spent 2 years. 500k downloads. Some success.

Got more value out of Twitter in 30 days.

If raising money or in business THIS is the platform.

Okay let’s go:

1. Stay on topic.

The most valuable folks here are here to learn. They curate their feed. They want business and to LEARN.

No fantasy football. No gifs. No pop culture. No one liner jokes.

Be an expert at what you do. Stay on brand.

2. No politics.

At all. Ever. It’s a great way to piss off (and say goodbye) to 1/2 the folks here.

Not everybody feels the way you do and the smartest folks don’t want your opinion. Nothing good comes of it. So avoid it.

3. Be incredibly open

Nobody will steal your ideas. Yes it’s uncomfortable and yes you’ll get challenged.

I shared my profit and loss statements on here. It led to discussions with many brilliant folks in the DMs and several folks who wanted to partner reaching out.