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Stocks
Q2-FY18: Earnings Notes: Astra Microwave Products, Emami & GHCL
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
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Portfolio: We Exit Sintex BAPL From Our Long Term Portfolio
Sometimes you have to let a stock go even if you feel that there's something good that will happen to it. This is one of those times. We exit from our Long ...
Stocks
Q2-FY18: Earnings Notes: Asian Paints, Crompton Greaves & Hindustan Unilever
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
Charts & Analysis
Charts: Nifty Clocks 26% in 2017 with a 5.6% October
What a month was October! Markets went up over 5% and the Nifty clocked its second best month of the year (the best for the Sensex). The return for 2017 is ...
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Macronomics: Agri Estimates Among Three Reasons Why Long Bonds Are In Trouble
In the stock market, no one’s worried about anything. Apparently, it doesn’t matter that crude oil made a multi-year high. Jet Airways made a 10% ...
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Taking Stock: A Deeper Look Into Meghmani Organics
At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
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Mad Momentum: Using Outliers To Build an Experimental Portfolio for 22% in 2 months
We started something strange recently. You know the Outliers? We like the outliers. We find them fascinating, even if we wrote the algorithms to generate ...
Opinion
The Great Indian Bank Recapitalization Program (2017 Edition)
The big bang Bank Recapitalization is here! Call it a bailout, call it recapitalization, or say that the government financial engineered a way to partially ...
Charts & Analysis
Nearly The Longest Time Since a 2% Decline: Dormant Volatility
In the large cap zone, markets have been very benign. Exactly how benign? Well, it turns out it’s been 233 trading days since we’ve seen a 2% ...
Opinion
Monday Reads: The BharatFin Merger, Diwali Bets, Pollution Crackdowns and Stock Analysis
The Indusind merger with Bharat Financial took ages because BFIN was looking out for a merger partner forever. The rumours were in 2016, and things finally ...
