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Stocks
Outlier in Focus – Hindustan Unilever
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 Hindustan ...
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Bond Baba: When Should You Sell A Bond?
It’s a very difficult thing to sell an investment. Because if it goes up after you sell, you feel pangs of regret. Like in our Momentum portfolio, the ...
Stocks
Suckered: Raymond Wants To Sell Prime Mumbai Land to its Promoters, 90% Lower Than Market Prices
Sometimes, you wonder how brazen promoters can be. And then you find out: More brazen than you can imagine. Consider this: There is a company, Raymond. ...
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Portfolios (Unlocked): We Exit Momentum 2.0 With 24%, Atlanta With 43% – Both in Six Months
We started Momentum 2.0 on 21-Nov-2016. In hindsight, we couldn’t have timed the entry any better. While market dipped once again in December, it only ...
Stocks
The Perils of a Leveraged HNI In OverSubscribed IPOs
The much hyped and highly oversubscribed IPO “HUDCO”, was listed recently at a premium of 21%. We now know that most of the leveraged HNIs have ...
General
What we are Reading: Rethinking Transportation 2020-2030
Disruption is nice as long as it doesn’t affect the companies we are invested in. But when it hits an Industry as big as Retailers, it can be hell for the ...
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Taking Stock: A Deeper Look at JHS Svendgaard Laboratories
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 ...
Foundations
What is the difference between XIRR vs CAGR in portfolio returns?
What’s the difference between XIRR and CAGR in the portfolio return calculations? XIRR is simply an Internal Rate of Return. (We’ll get to the X ...
Charts & Analysis
The Rupee Rushes Back to 65. RBI Has The Reserve To Sell, But Will It?
The Rupee made a huge move today, after sitting below Rs. 64 for more than two months. The rupee is now at 65 (after market) and looks really weak. This is not ...
General
Top 10 Reads: Economic Confidence Model, George Soros Trade, Low Inflation, Market Volatility, Rare Metals, Retirement Fund and more….
Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
