EPISODE · Jul 28, 2026 · 1H 21M
Multibagger Stock Secrets Revealed | Expert Investor Explains His 400x Strategy | Kushal Lodha #354
from Konversation with Kushal · host Konversation with Kushal
In this episode of Konversation with Kushal, Gaurav Sud-IIT Delhi & IIM Calcutta alumnus and Managing Partner at Kanav Capital-breaks down how he made 400X on Unitech by mastering special situations. He relives the 2008 crash that gave him a 75% drawdown, decodes his live Vedanta and UPL plays, why TD Power became a 40X data-centre winner, and why he stopped taking cash calls. A raw masterclass on risk arbitrage, drawdowns and value investing.Here's what you'll learn in this episode:1.Special Situations Decoded:How demergers, rights issues and open offers create high-probability trades that can make 25-30% a year.2.The 400X Unitech Story: His early multibaggers-Padmini (40x), Unitech (400X) and Ashiana Housing (100x).3.The 2008 Crash & "Uncle Point": How over-leverage caused a 75% wipeout, and why every investor has a drawdown threshold they don't know until it's tested.4.Vedanta, UPL & TD Power:The aluminium super-cycle bet, a partly-paid + futures hedge that made ~20% near risk-free, and a 40X data-centre re-rating.5.Prepare, Don't Predict: Why he gave up cash calls, how he hedges with Nifty puts, and why he still won't buy NVIDIA.#KonversationWithKushal #MultibaggerStocks #IndianStockMarket
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Multibagger Stock Secrets Revealed | Expert Investor Explains His 400x Strategy | Kushal Lodha #354
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