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Deepak's Memos
Wealth Letter Nov 2020: TINA. Where else can you go?
The alternative to stocks is…stocks. There is no alternative (TINA) is the mantra. No alternative to stock markets, at least abroad. Because they’ve ...
Stocks
Varroc Engineering: Not Quite Rocking
The listing of Varroc Engineering managed to benefit only the Tata Group. The IPO investors have lost more than three-fifths of their investments. Even the ...
Mutual Funds
DSP Value Fund NFO: Should you invest?
DSP Mutual Fund has launched an NFO (New Fund Offering) for an active equity fund called the DSP Value Fund. The NFO is open from 20th Nov to 4th Dec 2020. We ...
Stocks
An “Experimental” Exit: IDFC Does What We Expected It To Do After an RBI Suggestion
A committee of the RBI has suggested that a bunch of changes be done to the Bank Licensing norms, which are very interesting in how they impact current banks ...
Stocks
A Special Situation Opportunity Only For Those That Don’t Pay Tax
In Capitalmind Premium, we run a bunch of "experimentals". These are ideas that may not apply to everyone equally, or may have a very short term focus, or have ...
Premium Portfolio
CM Multicap Portfolio: 12 out of 15 stocks deliver strong earnings growth in Q2 – The Report Card
A round up of Q2 Earnings reports of Capitalmind LongTerm Multicap Portfolio ...
Stocks
What’s the Story with IndiGo Valuations Flying High?
India's largest airline has gained the most globally among its peers in the last six months. The share prices are trading 18% higher compared to pre-covid ...
Stocks
The Pitfalls of Mid and Small Cap Investing
All investors want to own quality companies in their portfolios, these are all weather companies which if held over long periods of time give satisfactory ...
Breaking
Goodbye LVB: Lakshmi Vilas Bank Shut Down, To Be Merged With DBS, Shareholders Wiped Out
RBI places Lakshmi Vilas Bank under a 1 month moratorium. What does this mean for account holders and share holders? After a long battle with cancer, heart ...
Stocks
How have Index Inclusions & Exclusions performed?
How does getting added to or getting removed from the NIFTY affect a stock's performance? Should you buy index inclusions for the passive inflows that will ...
