Archives
120 / 647
Opinion
Book Review: The Spider Network – The Wild Story of a Maths Genius and One of the Greatest Scams in Financial History
At Capitalmind, we love reading books. As part of a new Initiative, we shall come out with short briefs on books we have read. Honest reviews just like you ...
Charts & Analysis
Monthly Return Charts: Nifty Does Another 3% To Take 2018 to Double Digit Returns
Yet another month goes by with the Nifty doing something positive – a 3% month this time. Takes the Nifty’s return to 10.9%. This takes us to a 10% ...
Opinion
What We Are Reading: Paul Singer, Activist or Vulture?
A very interesting piece by Sheelah Kolhatkar on Paul Singer, the “vulture” investor: (The New Yorker) It’s a harsh tribute to Singer, whose ...
Stocks
Premium (Unlocked) – Annual report review : Balkrishna Industries (BKT)
As part of a new initiative we will review annual reports of companies. Annual reports of some companies are voluminous and lot of the material can be skimmed ...
Premium
Portfolio: Adding Fifth Tranche of EV Portfolio
We have completed four tranches of buying electric vehicle portfolio. And today we will be buying in fifth tranche. The EV portfolio is all about companies ...
Opinion
Nifty 50 – The Runaway Kid!
Markets are rolling higher like no tomorrow. Nifty 50 is up 11% for the year and while the Nifty Small Cap 100 and Nifty Mid Cap 100 aren’t in the same ...
Premium
Bond Baba: A Bank Bond That Gives 9.8%, Better Than Its Own Deposits, or Bond Funds?
In Bond Baba today we ask you one question: Do you like FDs? Okay, maybe you like FDs. Fixed Deposits. When you put your money with a bank and it comes back ...
Premium
Q1FY18 Earnings Report: Results in Long Term Portfolio – Part 1
The season of Q1 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
Opinion
What are we Reading – Gauging pro-cyclicality and financial vulnerability in Asia
Turkey has been in the news recently as its currency went through a rapid depreciation against the United States Dollar. Then again, it shouldn’t have been ...
Charts & Analysis
Charts: The Consolidated P/E of the Nifty Stocks And Their Earnings Growth
There’s problem in the P/E of the Nifty. It’s calculated based on the standalone earnings of the Nifty companies. This isn’t always fair ...