Prabhakar Kudva ✓

@prabhakarkudva · Mangalore, India · joined 02 Jun 2008

Fund Manager | Tweets & Essays about market insights | Newsletter: https://t.co/ozqoyR0zbu | YouTube: https://t.co/5ustsAPLl6

26 717Followers

929Following

4 744Posts total

92.2KViews on collected posts

Son gönderiler

Prabhakar Kudva ✓@prabhakarkudva18 Sep

While investors are focussed on finding value in large caps what’s probably happening underneath is that many mid caps are on their way to becoming large caps and many large caps are on their way to becoming mid caps. The underlying structure is changing. Few. 14K views · 242 likes · 8 reposts · 10 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva6 Sep

As I have spent time understanding markets I have realized that capability needs to be built at three levels: 1. Stock selection 2. Portfolio construction 3. Regime awareness Often 90% of capability building happens for point 1 and when performance doesn’t come through we 13.1K views · 197 likes · 15 reposts · 13 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva17 Aug

@prabhakarkudva Thank you very well put But there is something I sense is collective wisdom of market Sometimes commentary sounds neutral or kind of bearish but price action tells different story how do you approach? Pls share 1.6K views · 1 likes · 0 reposts · 1 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva17 Aug

@prabhakarkudva Not attending concalls could save time & money. 1K views · 1 likes · 0 reposts · 1 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva17 Aug

@prabhakarkudva Absolutely. Reading between the lines give us the much needed cues. 1.5K views · 2 likes · 0 reposts · 0 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva17 Aug

Over the years while reading concalls i have seen the following patterns. Categorizing them into these buckets will help you take better decisions: 1. Good now, clear ahead 2. Good ahead, gap until execution 3. Good now, hazy ahead 4. Bad now, visible recovery 5. Bad now, hope 44.5K views · 376 likes · 51 reposts · 4 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva16 Aug

@prabhakarkudva filtering leads to focus. 174 views · 1 likes · 0 reposts · 0 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva16 Aug

@prabhakarkudva Yes, apparently both come under metacognition. #QuestioningConvictionMuscle 401 views · 1 likes · 0 reposts · 0 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva16 Aug

@prabhakarkudva Eventually It's One - circle of competence (CoC). 505 views · 2 likes · 0 reposts · 0 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva16 Aug

Two golden skills in the post AI world: 1. filter 2. focus 15.5K views · 216 likes · 11 reposts · 5 replies Open on X →

Prabhakar Kudva ✓@prabhakarkudva26 Jun 2021

Markets are all about patterns and tendencies that have an edge. Here are a few I have observed and learned over the years. A Thread. 0 views · 1.4K likes · 457 reposts · 57 replies Open on X →

Aynı büyüklükteki hesaplara karşı

Son 90 güne ait 10 gönderi, 10K–100K takipçi aralığıyla yan yana. geniş kitleye gösteriliyor, ama izleyenlerin azı tepki veriyor.

Medyan görüntülenme1 546bu hesap92410K–100K için medyan

Erişim, %5.79%bu hesap3.62%10K–100K için medyan

Etkileşim, %0.48%bu hesap1.52%10K–100K için medyan

Ölçüt	Bu hesap	10K–100K için medyan	Oran
Gönderi başına medyan görüntülenme	1 546	924	1.67×
Erişim (görüntülenme ÷ takipçi)	5.79%	3.62%	1.60×
Etkileşim oranı	0.48%	1.52%	0.32×

Bu aralıktaki diğer hesaplar → Başka bir hesapla karşılaştır → Bu kıyas değerleri nasıl kuruluyor →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

15.5K16 Aug

505

401

174

44.5K17 Aug

1.5K

1.6K

13.1K6 Sep

14K18 Sep

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

1.51%16 Aug

0.40%

0.25%

0.57%

0.99%17 Aug

0.13%

0.20%

0.13%

1.74%6 Sep

1.85%18 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes64.3%1 039 in total

Reposts5.3%85 in total

Replies2.1%34 in total

Quotes0.9%14 in total

Bookmarks27.5%445 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Son gönderiler

Aynı büyüklükteki hesaplara karşı

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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