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Q4FY19 Earnings Report : Parag Milk Foods
In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
Economy
More Companies That Could Follow Zee, With Promoters Having Pledged Shares to Sell Bonds
You’ve got a bunch of mutual funds that were supposed to be “debt” – meaning, they are like fixed deposits. Except, some of these funds ...
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Q4FY19 Earnings Report : NOCIL
In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
Stocks
Outlier in Focus – A Quick View of Greaves Cotton
We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. See a video of how Outliers ...
Economy
Podcast: Anupam Gupta on Regular Investing and Where To Focus
Anupam Gupta (b50 on Twitter) speaks with Deepak Shenoy of Capitalmind, about what to focus on when investing. It’s more about just regular ...
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Macronomics: The Lost Decade For The Nifty Due To Inflation
In a shorter Macronomics piece today, we speak of the impact of Inflation on stock markets. It wasn’t evident then, but high inflation has meant that ALL ...
Mutual Funds
Market Roundup – Is the Glass Half Empty or Half Full
We are moving into the final phases of the elections but our benchmark index seems unmoved by all the commotion saying just 5% away from its all-time high. ...
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A Closer Look at a Chemical Company
In this post we will look at chemical company focused on and diversified within fluorine chemistry. The Company : Gujarat Fluorochemicals Limited Source: ...
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Portfolio: Changes to the Momentum Portfolio – May 2019
With all eyes on the on-going elections, markets remained flat for much of April. May when the results and who shall govern us for the next 5 years becoming ...
Opinion
The Berkshire Pilgrimage: Notes from The Buffett and Charlie AGM in Omaha
The Berkshire Hathway annual shareholder's meet in Omaha, Nebraska is almost a rite of passage for fund managers across the globe. This year, Capitalmind's ...
