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Foundations
The Inefficient Market Hypothesis: Ballarpur Edition
Efficient Market Hypothesis (EMH) is a theory by Eugene Fama that argued that markets are efficient nearly all the time. So stock selection either based on the ...
Foundations
Premium (Unlocked): How to find stocks hitting all-time-highs using Capitalmind SNAP
Dear Readers, I’m sure you’ve all noticed: NIFTY’s been hitting all-time-highs. And so are several stocks (many of whom we own in our model ...
Charts & Analysis
Charts: Merchandise Trade Revives, Service Exports Disappoint
India’s Exports for Feb 2017 show a deficit of about $8.9 billion, but the low base of Feb 2016 allows us a big increase in annualized terms: Average ...
Premium
Premium: Making Money From The Stupidity of ETF Investors?
Sometimes you see a Rs. 100 note on the ground. And you wonder, is it real? If it was real, wouldn't someone else have picked it up? Or if I bend down to pick ...
Stocks
Cadila Healthcare US FDA Inspection of Baddi – Form 483 Revealed
Today we cover the Form 483 issued by the US FDA to Cadila Healthcare’s formulations manufacturing plant at Baddi. On another note, the company is due ...
Foundations
Nifty Gaps and future Returns
With BJP trouncing the opposition in Uttar Pradesh, the markets opened with a gap on the opening bell. A gap is simply an open either higher than a previous ...
General
On Slack: A Paradox, Calling Bullshit, Early Signs of El Nino, Finance Theory on Fed Hikes, Narrow Range Day, Salad-Making Robots, Shale Oil 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 ...
Fixed Income
Now Free: How Other Funds Handled The Ballarpur Debt Default, and Why You Need To Exit Some Of Them
The Ballarpur Default had one big victim: Taurus Mutual Fund. But Taurus owned just 100 cr. or so of Ballarpur Debt. Was it the only Mutual Fund to have been ...
Opinion
Fake News in Stocks: Of Signal, Noise and Bias
In April of 2013, the Associated Press twitter handle was hacked and a tweet went out which claimed that the President was injured in a bomb attack on the ...
General
Weekly Mashup – Buyback For Arbitrage, Dividend Yield Portfolio Returns, Rejig of the Momentum Portfolio & more!
Capitalmind Mashup – a weekly newsletter to bring you a platter of publications over the past few days. All content shared here can be accessed by users ...
