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Capitalmind Chase | Trade log
Today we introduce Capitalmind Chase for our Premium Subscribers. A Systematic (rule-based) Trend-Following Strategy that combines holding the NIFTY with ...
Stocks
The 15,000 cr. Yes Bank FPO: Should You Invest?
Yes bank is doing a Follow On Public Offering (FPO) to raise Rs 15,000 Crs. The price band for the FPO is Rs 12-13 bid in multiple of 1,000 shares. Yes Bank ...
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What Vodafone Idea & Bharti Airtel’s Core Revenue Reflect
The adjusted gross revenue data reported by the regulator – TRAI – has revealed some divergent revenue trends for Bharti Airtel Ltd. and Vodafone Idea Ltd. ...
Fixed Income
Frequently Asked Questions about Investing in Debt Funds
We did an interactive Debt Fund Masterclass Webinar a few weeks ago. In the three-hour session, Deepak covers everything from the basics to what investors ...
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Q4FY20 Earnings Report: APL Apollo
In this post we look at the results of a pipe company in our portfolio. The company is moving towards lightning its balance sheet and has made moves in the ...
Fixed Income
Vodafone Pays Franklin and We Record a Good Trade
We get a low-risk 5% return from a strategy that bought and held the Franklin UST Bond Fund for a week. The gratification was delayed, however, till Vodafone ...
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Reliance Jio’s Tariff Hikes Hit Subscriber Resistance
The youngest telecom operator in India – Reliance Jio – reported revenue growth of 6.2% in the March 2020 ended quarter. The company’s average revenue ...
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Momentum Portfolio Mid-Year Performance : Not bad, Can do better
For the first six months of 2020, the Capitalmind Momentum Portfolio has returned +7.7% compared to -14% for the NIFTY. The worst drawdown during this time was ...
General
Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah
"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick ...
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Q4FY20 Earnings Report: Alkyl Amines
This company in our portfolio is from the chemical industry. It is run by technocrats and has a well diversified portfolio. It has 100+ product portfolio and ...
