Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile
Prabhakar Kudva

@prabhakarkudva

Fund Manager | A Practitioner who loves teaching about markets | Tweets & Essays about market insights | Newsletter: marketsense.substack.com

ID: 14978221

linkhttp://www.samvitticapital.com calendar_today02-06-2008 06:58:30

4,4K Tweet

19,19K Followers

853 Following

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

One pattern to always remember is markets always rally back in the face of bad news. Most recent Covid - markets rallied in the face of lockdowns and fear of more lockdowns. By the time clarity comes the edge is gone.

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

Wow. Coming from one of the best traders who is going to be profiled in the next market wizards book, this is as real as it gets. Trading is inherently not scalable. Not with capital and especially not with mental bandwidth. Similarly thinking in decades type of investing is

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

A bit off-topic than my usual. This is another area of my interest. Comments welcome. There are two worlds or planes in which we live: The Inner world The Outer world Often the lines between the two are blurred. The essence of all spirituality is really to distinguish between

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

Two ingredients of most multibaggers: 1. 20-25%+ revenue growth for 8-12+ quarters. 2. Under-ownership by institutions The run ends when they reverse . 1. Growth starts to decelerate 2. Over ownership - Institutions start dumping and then distributing A good framework

VJ (@vijaythk) 's Twitter Profile Photo

Today's #MastersInOne could be termed The Quarter-by-Quarter Multibagger Hunter! Meet Prabhakar Kudva , an investor whose journey with the stock market began early, guided by his Uncle. But Prabhakar ji wasn't content with just observing, a deep desire to understand the

Today's #MastersInOne could be termed The Quarter-by-Quarter Multibagger Hunter!

Meet <a href="/prabhakarkudva/">Prabhakar Kudva</a> , an investor whose journey with the stock market  began early, guided by his Uncle. But Prabhakar ji wasn't content with just observing, a deep desire to understand the
Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

Regrettable that parts of the timeline today has been shameful. People seem to have forgotten the difference between an internal disagreement with a politician and standing behind their nation NO MATTER WHAT. You may have disagreements with your father at home but when the

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

Have seen this time and again and have even done it myself in the early days. If you sell in panic - by the time you sell most of the panic is already in the price. You may feel good for a couple of days or weeks if things get worse but pls remember that you are already

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

It’s controversial and that’s probably why it takes many years to understand this. A 20% growth company at 40 pe is more expensive than a 50% growth company at 100 PE.

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

We’ve heard it a hundred times. Even experienced it first hand. Buying is easy and selling is so so much harder. Buying is a one shot decision and typically filled with hope of you making money. Selling is confusing and full of potential regret. If you analyse the problem

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

Post a large correction there are two phases. Phase 1 - across the board sharp recovery in the bad and the ugly. Good underperforms. Phase 2 - merit based re-rating and emergence of new sectors in play. We are likely entering phase 2 since yesterday.

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

Based on my last tweet, lot of people asked me about which sectors are seeing renewed buying. I look at it in terms of themes. Below are few which seem to be prominently emerging. 1. Defence, obviously. Was likely to have gone into a long consolidation after a big rerating in

Prabhakar Kudva (@prabhakarkudva) 's Twitter Profile Photo

What is an explosive combination? Ans: A high breadth bullish phase coming off a correction + a hot theme + a high growth stock.