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General
On Slack: Beware of the DUD, Containers, Downside of Momentum, Flash Storage, Market Dynamics, Mindless Investing, Penny Stocks, Smart Beta 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 ...
Stocks
IPO: DMart is a Wonderful Company, But With All This Excitement….
What’s to not like about the DMart IPO? This is a relatively small one (only 1870 cr.) with a price of around Rs. 299. That’s about 6.25 cr. shares ...
Stocks
Dr Reddy’s Laboratories US FDA Inspection of Miryalaguda – Form 483 Revealed
Today we cover the Form 483 issued by the US FDA to Dr. Reddy’s API manufacturing plant at Miryalaguda. On another note, the company’s formulation ...
Charts & Analysis
Charts: People Are Drawing Rs. 30,000 cr. Per Week As Cash Limits Ease
All that cash that went back to banks because of the demonetization of Rs. 500/1000 notes is now starting to flow out again. We’d been initially told ...
Stocks
The Docomo Saga: RBI Says No to Big Tata Payment, Deal Hit By Archaic FEMA Rules
The RBI refused to allow a dispute between Tata and NTT Docomo to be settled, by objecting to the terms of the deal in the Delhi High Court. But what really ...
Premium
Taking Stock: A Deeper Look at Sunil Healthcare
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 ...
Premium Portfolio
Missing The Big Moves and The Difference It Makes To The End Result
How often do you hear this: Only 40 days have contributed to the total gains of the S&P index since inception! So, missing those days can have a massive ...
Premium
Portfolio: The March Rejig of the Momentum Portfolio Weeds Out Losers, Rides the Winners
We’ve had some changes in the momentum ...
Premium Portfolio
Portfolio: The Dividend Yield Portfolio Returns 31% and Gets a 7.2% Yield in 14 months
The Dividend Yield Portfolio has been doing well with a 31% return since Jan 2016 (when we started it). And we had a 25% loss in one stock (Noida Toll Bridge) ...
Premium
Bond Baba: How Do You Evaluate A Buyback For Arbitrage?
For more than a year, we have showcased Arbitrages through buy back of equity shares by listed companies. The arbitrage comes into play because of ...