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Catalyst of Price Performance with Expert Prabhakar Kudva, Samvitti Capital

Prabhakar Kudva is a successful long only growth investor. Prabhakar has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India. He has been generating market beating returns across multiple years by cherry picking a number of high growth businesses which have turned out to be big winners. He has been authoring a popular blog (Investment Insight India) on investment ideas for the past several years. He has also worked in the financial technology product space designing products for the capital markets. Prabhakar in his capacity as the founder director of Samvitti focuses on unearthing long term investment opportunities for the various long-only portfolios that Samvitti manages. He also manages the investment research and technology teams.

Video Chapters 👇

00:00 Introduction
01:15 Disclaimer & Introduction
03:02 Styles of Investing
04:32 Catalysts to look for
07:02 Ambuja Cement Example
08:11 Mistakes on Identifying Catalysts
11:09 Identifying Sectors via Catalysts
16:27 PEAD
17:52 Focus on Sector Leaders
19:47 Stocks hitting ATH
21:34 IPO breaking ATH
23:42 Position Sizing
25:56 Sell Strategy
29:12 Identifying bottoms | Media Pessimism
31:35 Basket Approach
33:20 Sectors in Flavor & Pessimism
35:34 Hold or Sell decision
36:28 Investing Mistakes
40:30 Client onboarding process at Samvitti Capital
43:22 Graduating from Index Investing to Stock Investing
46:06 Sector Allocation
47:11 Pharma API | Specialty Chemical
50:18 Pressure to Perform
52:46 Change in Management Catalyst
58:15 View on Textile Sector
01:00:41 Role of Technicals
01:04:30 Clarity of Set-up & Process
01:07:52 Moderation in Allocation
01:10:30 No. of Stocks in Portfolio
01:12:20 Concluding Remarks

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