In the latest episode of 𝐜𝐚𝐬𝐞 𝐛𝐲 𝐜𝐚𝐬𝐞, @ShashankUdupa1 talks to @nooreshtech about his F.L.U.I.D investing philosophy: a framework that adapts to changing market conditions.
Here’s what you need to know. 🧵👇
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- Replying to @smallcaseHQ3/n - 𝐇𝐨𝐰 𝐒𝐡𝐚𝐬𝐡𝐚𝐧𝐤 𝐔𝐝𝐮𝐩𝐚 𝐩𝐮𝐭𝐬 𝐢𝐭 𝐢𝐧𝐭𝐨 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 • Adapt to bullish, bearish, and sideways markets using predefined rules • Stay agnostic to sectors and market caps • Use cash calls when the framework signals structural weakness "𝘛𝘩𝘦4/n - Want to dive deeper? Click the link below to watch the the latest episode where we explore the F.L.U.I.D philosophy and the thinking behind it with Shashank Udupa. ▶️ Watch here:
- Sometimes the best investing ideas don't come from financial reports. They come from conversations. This is called 𝘀𝗰𝘂𝘁𝘁𝗹𝗲𝗯𝘂𝘁𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴. In the first episode of '𝐜𝐚𝐬𝐞 𝐛𝐲 𝐜𝐚𝐬𝐞', @arvind_kothari of @niveshaay in conversation with @nooreshtech ,Replying to @smallcaseHQ3/n - 𝐇𝐨𝐰 𝐍𝐢𝐯𝐞𝐬𝐡𝐚𝐚𝐲 𝐚𝐩𝐩𝐥𝐢𝐞𝐬 𝐢𝐭 Arvind Kothari describes it like: "𝘞𝘦 𝘩𝘢𝘷𝘦 𝘢 𝘴𝘱𝘦𝘤𝘪𝘢𝘭𝘪𝘴𝘦𝘥 𝘵𝘦𝘢𝘮 𝘰𝘧 𝘺𝘰𝘶𝘯𝘨 𝘢𝘯𝘢𝘭𝘺𝘴𝘵𝘴 𝘸𝘩𝘰 𝘵𝘳𝘢𝘷𝘦𝘭 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘩𝘦 𝘤𝘰𝘶𝘯𝘵𝘳𝘺, 𝘷𝘪𝘴𝘪𝘵𝘪𝘯𝘨 𝘴𝘵𝘰𝘳𝘦𝘴 𝘢𝘯𝘥4/n 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐤𝐧𝐨𝐰 𝐦𝐨𝐫𝐞? Check out the full interview in our new podcast series, where we go inside portfolios and the minds behind them — one smallcase at a time. ▶️ Watch here:
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