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Charts & Analysis
What we are Reading: Amazon’s Antitrust Paradox
Who doesn’t love to get a bargain – we all love to buy things cheaper than what we are presented with. Stores organize discount festivals ...
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Annual Report Review : Parag Milk Foods Limited
In continuation to our annual report review series, in this post we review the annual report of Parag Milk Foods Limited (PMFL). Parag is in the diary business ...
Charts & Analysis
Charts: Inflation Falls Below 4%, and Hearteningly, Core Inflation Falls Too
Inflation for August 2018 came in at a low 3.69% for August 2018. This is pleasant news with a sliding rupee, which nearly hit 73 to a dollar before reversing. ...
Opinion
Book Review: Dead Companies Walking: How a Hedge Fund Manager finds Opportunity in Unexpected Places
One of the enduring things about America is that they don’t overly critique failures. Companies that try and fail are better off than companies that ...
Opinion
My Podcast: Gyan on Entrepreneurship and Life And All That Jazz
Anupam Gupta and I have been having conversations for years. This time, we made it official. Here’s a Paisa Vaisa podcast episode where I speak about ...
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Premium: Introducing the Long Term Large Cap Portfolio
At Capitalmind, we currently run 4 portfolios : Long Term Portfolio which is a market-cap agnostic portfolio comprising growth stocks that we believe shall ...
Charts & Analysis
Chart: The History of the Rupee-Dollar Exchange Rate Since 1966
Historical chart of the Indian Rupee versus the US Dollar from ...
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The Fear of Losing Margins: Balkrishna’s Fall on Capex Plans
Balkrishna Industries is down over 15% in a few days on the back of an announcement that it will spend more money on ...
Opinion
Whoa. SEBI Says Indians Are Not Allowed To Manage Foreign Funds into our Market.
SEBI has something up it’s sleeve, always. The market regulator has spooked a few people, in a sweeping regulatory move that seems to say that if ...
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Portfolio: Replacing 3 Stocks and Adding 3 More In Momentum Monthly Rejig
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 ...
