How to ride this bull run!
About this episode
Prabhakar Kudva shares a framework for understanding market cycles and building a strong investment portfolio.
Send us Fan Mail In this episode of SOIC, Prabhakar Kudva, CIO of Samvitti Capital, shares a practical framework for understanding market cycles, identifying leading investment themes, and building a strong portfolio. We discuss how to gauge market temperature, spot powerful themes early, find the right entry and exit points, and identify when a theme is peaking. The episode also covers portfolio construction, diversification, and key investing principles for making better decisions across ma...
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