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Mutual Funds
DSP Quant Fund NFO – Is it Worth Investing?
Factor Investing – a word that is not heard as much in the world of investing even though we all speak of factors when we talk about buying stocks based on ...
Economy
Election 2019 is Done: BJP Gets A Majority, And The Things It Must Do Now
It’s been a wild election and there will be many many political analysts to read. I am not one of them. So I’ll try and stick to what happened with ...
Stocks
Result Analysis of APL Apollo Tubes
In this post we look at the Q4FY19 results and share our notes of the conference call of a steel pipe company that we had covered in our taking stock ...
Breaking
#Linkfest – Vedanta Promoters and Zambia Copper Mine, Bharti Airtel War Chest, TN Sugarcane Crisis
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
Stocks
How Shady Corporate Governance Has Given India Inc. a Bad Name
Never, ever, think about something else when you should be thinking about the power of incentives.”— Charlie Munger It has been twenty-eight years since ...
Stocks
Result Analysis of Balkrishna Industries (BKT)
In this post we look at the Q4FY19 results and share notes from the conference call of a tyre company that we have talked about earlier. Balkrishna Industries ...
Stocks
Premium: Adding a Small Cap Infotech Stock to our Multi Cap Portfolio
While China ran away with Manufacturing, India has been the hotbed of Service Industry. Tata Consultancy (TCS), Infy and Wipro are the names that come up when ...
Premium
Q4FY19 Earnings Report : DCB Bank & City Union Bank
In this post we look at the Q4FY19 results and share notes from the conference call of two banks that we have recommended in our long term multicap portfolio. ...
Premium
Premium: Tata Chem Demerges The Consumer Entity into Tata Global – Is This Good or Bad?
Tata Chemicals will demerge the stuff that you know about it – The Tata Salt, the Sampann Dal and such things that are the “consumer” ...
Breaking
#Linkfest – Yes Bank Blues, SEBI Dings Mutual Fund Houses, Crisis in NBFC Space, Hero Motorcorp New Strategy, SEBI to Investigate LEEL Promoters, BigBasket Becomes Unicorn, and more.
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...