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Premium
Premium: [Stock] Growth Propelled By New Plants
This is a note about a change in the Long Term portfolio, by moving a stock from "Hold" to "Buy". We do change our recommendations when we have more data, and ...
Premium Portfolio
Premium (Unlocked) – Long Term Portfolio Analysis – A Deeper Look at a 27.5% Annualized Return
Our longest running strategy at Capitalmind has been our Long Term Portfolio. While it started in a small way with just 4 stocks in November 2014, we have ...
Stocks
The Tale of Two Stocks That Went Up 10x Because of a Good Story
In a discussion on Capitalmind Premium Slack, we started speaking about investing on stocks based on stories. Sometimes you hear a story – that something ...
Premium
Macronomics: Why Did RBI Print Rs. 83,000 cr. To Buy Dollars?
Today in Macronomics we consider an interesting point: RBI’s actions on the rupee-dollar, after demonetization. They’ve been buying dollars. A lot ...
Premium
Premium: The Interactive Big Whales Report – Portfolios of Top Investors for Q1-2018!
The Interactive Big Whales Report! A Big Whale is a large investor. We get data of investors who own a large stake (greater than 1%) in listed companies. We ...
Premium
Portfolio: Momentum Monthly Changes a Single Stock
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
Premium
Experiments with Uncle Theta: That STT Option Exercise Rule
Uncle Theta has had a fun time with an interesting strategy on Thursday. NSE helped option buyers from having to pay obscene amounts of Securities Transaction ...
Mutual Funds
Charts: Nifty in 2017 is still up 21% after lowest monthly return in August
It’s time for our quick monthly stat: Index performance. Indexes went negative in August, with the Nifty losing about 1.6% in the month. That’s ...
Premium
Long Term Portfolio: Summary of Q1 FY18 Results.
The season of Q1 results has almost come to a fag end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you ...
Stocks
Outlier in Focus: HEG in the Graphite Electrode Business
We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at HEG Ltd., a ...
