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General
Podcast #33: Momentum Investing, Unintuitive yet Effective
In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration ...
Futures & Options
Uncle Theta makes a comeback! – Part 1
Theta decay or time decay in options is akin to death and taxes. Since its that certain, and structural in nature, meaning its fundamental to the way options ...
Stocks
Garware Technical Fibres: A Good Catch
Most of us at a certain point either directly or indirectly have come across the products manufactured by this mid-cap company – Garware Technical Fibres ...
Stocks
AR Nuggets: Will the Goliath of the Steel Pipe Industry get Stronger?
APL Apollo is the leader in the ERW pipe market with 40% market share. The company is well placed to take advantage of use of structural steel in construction ...
Stocks
Lessons from a time-travelling investor
How rich you would be if you had bought xyz stocks way back in the past is an often-repeated yet not-very-useful mental exercise. In this article we add a bit ...
Fixed Income
That Shady Mutual Fund Inter-Scheme Transfer Gets Whacked By SEBI
SEBI has in a circular told mutual funds about how they can no longer do “Inter-scheme” transfers of bonds. An inter-scheme transfer is when they ...
Sector Analysis
Recovering Air Traffic Still Not A Sign For Airlines To Cheer
The rally in share price of India’s largest airline – InterGlobe Aviation Ltd. – signal that the concerns looming over airlines due to Covid-19 are ...
Foundations
What Does “Delisting” Mean?
Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process ...
Stocks
United Spirits – Are the spirits high for shareholders?
When a great business meets bad management - its true value gets locked. No better example to illustrate this scenario than United Spirits & Vijay Mallya. He ...
Stocks
AR Nuggets: Where’s the Two Wheeler Giant Going?
In our new series, AR Nuggets, starting with the Hero Motors FY20 Annual Report, we separate the wheat from the chaff and highlight the most relevant takeaways ...
