Archives
106 / 647
Premium
Portfolio: Changes to the Capitalmind Momentum Portfolio – March 2019
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
Stocks
The Magic Formula Reviewed and Stock List for 2019
We had written a post at the beginning of last year on the Magic Formula and had created two portfolios with companies having market capitlization of greater ...
Premium
Premium: The Rise of Index Funds in India, And How You Can Take Advantage Of It
Index funds only invest in companies that constitute an index. This can be a good thing, because as the value of the index rises, so does the index fund NAV. ...
Foundations
Nifty Small Cap Index is massively down. Should You Buy?
The Nifty Small Cap Index is down 40% from its peak, the Nifty Mid Cap Index is down 25% from its peak while Nifty 50 is down just 8% from the peak. In terms ...
Economy
Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?
We had a good response to our first episode: (Episode 1: On Debt Funds Losing Money). Today we bring you Episode 2. It’s about a topic ...
Opinion
NSE Cracks Down on Financing Schemes Used By Deep In The Money Option Players
A new circular from NSE changes the financing game for people who’ve been using the options market for financing deals. The NSE will require cash to be ...
Premium
Walk the Talk: Conference Call Insights from the Tyre Industry – Q3FY19
As part of our Walk the Talk series started last quarter, we look at the quarterly results and conference calls of companies in the selected industry and ...
Stocks
The Uno Minda and Harita Merger – Is There An Arbitrage Opp?
Harita Seating has recently announced its merger with Minda Industries. The merger comes at a low point for Harita seating in terms of slowing fundamentals. ...
Premium
We Add a Telecom Stock to our Long Term Multicap Portfolio
We tend to see markets overvalue and undervalue companies all the time. The crowd is not wrong other than at extremes. This applies both to the higher extreme ...
Premium
Q3FY19 Earnings Report : Results in the Long Term Multicap Portfolio
APL Apollo came up with Q3 results last week and had a conference call on 18th Feb. Below is the snapshot from the results and notes from the conference call. ...