Pratik Kothari

Investor @UniquePMS. IIT Madras, CFA. Stocks, books, travel, cinema & cricket.

[Pratik Kothari @pratikothari]

Pleased to share my recent interaction with @ETMarkets. I shared @UniquePMS’s investment style and philosophy, as well as our thoughts on PSU stocks, mistakes & long term trends that we like and are invested in.

cc @nikkhill

https://t.co/8Dko1noPoK

[ETMarkets @ETMarkets]

A 3-year-old PMS fund that manages assets worth less than Rs 1,000 crore has trumped well-known funds to emerge as the top performer in February with a 3.38% return

@nikkhill

https://t.co/KJYT4a070W

[Pratik Kothari @pratikothari]

@DandSiddhant The urge to buy a bargain, saved 16%? 😅

[Pratik Kothari @pratikothari]

@skwigglylines @DocPriyamMD +1

[Pratik Kothari @pratikothari]

@Iamsamirarora These are largely product cos - would the same lens apply to services cos (aka Indian IT)?

[Pratik Kothari @pratikothari]

The evening now 🩵 #T20WC2026

@akshitsalecha

[Pratik Kothari @pratikothari]

The morning after 💙 #T20WorldCup

[Pratik Kothari @pratikothari]

@contrarianEPS Lata Di? Same experience

[Pratik Kothari @pratikothari]

@ayushmitt @BSEIndia Nifty small cap 250 & micro cap 250 (covers 251-750 ranked). But yea, bse small cap was ideal.

[Pratik Kothari @pratikothari]

@PuneetK009 @pbteja1998 @AndrewWarner What platform are you using to build this out? How does one go about doing it? If you can help point. many thanks

[Pratik Kothari @pratikothari]

@GabbbarSingh Even on a relative basis - it’s quite similar ex China. Japan/korea at 15, Other SE Asian countries at 18-19.

[Leading Nowhere @leading_nowhere]

Some thoughts (thread).

Retail investors often fail to acknowledge fragility. Every few years, retail tends to shift away from trying to find strong durable promoters/companies towards simplistic, easily extrapolations like policy, government spends and order books.

(1/n)

[Tushar Bohra @tusharbohra]

So, there is a steeper correction in perceived value, which makes the price correction seem not enough...No wonder, most people who had plenty of investment ideas when markets were good, are conspicuously missing in action now

[Scott Adams @ScottAdamsSays]

A Final Message From Scott Adams

[Pratik Kothari @pratikothari]

@Iamsamirarora And then up 5% post the report. Sell on -ve rumour, buy on news 😝

[Pratik Kothari @pratikothari]

@contrarianEPS Illogical but Sebi only allows nifty50, Sensex and nifty 500 as benchmarks for PMSs

[Pratik Kothari @pratikothari]

@contrarianEPS Illogical but Sebi only allows nifty50, Sensex and nifty 500 as benchmarks for PMSs

[Pratik Kothari @pratikothari]

@Nithin0dha This was such a major pain point and an obvious use case for PMSs like us — no other AMCs even after feedback launched this. Kudos to @ZerodhaAMC !

[Pratik Kothari @pratikothari]

@Nithin0dha This was such a major pain point and an obvious use case for PMSs like us — no other AMCs even after feedback launched this. Kudos to @ZerodhaAMC !

[Pratik Kothari @pratikothari]

@GabbbarSingh Dengue

[Pratik Kothari @pratikothari]

With upfront commission for distributors 😉
PS: the last refuge after MF & PMS tap was shut

[Beat The Street @BeatTheStreet10]

No ifs and buts, only AIFs – leading how HNI invest

Thanks to the flexible regulatory ecosystem of AIFs

[Pratik Kothari @pratikothari]

Imagine! 8x 'depressed' earnings for a top-tier Co in its industry.