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General
All This In One Day: Hiking PMS Minimums, Selling BPCL, Letting Voda-Idea Breathe…
So many incredible things happened yesterday that it’s taken me a lot of effort just to get things together to write this piece. Here’s the ...
Premium
Revisiting The Momentum Strategy at Capitalmind
“The more things change, the more they stay the same.” – Jean Baptiste Alphonse Karr This brief post is for current followers of the momentum ...
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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio
In continuation to our results post of companies in our multicap portfolio, we take a look at results of two more companies in this post. This time, results ...
General
How To Buy A Mutual Fund (Ep-14)
“Mutual funds Sahi hai doesn’t means equity mutual fund sahi hai… In the last 10 years, an SIP in a liquid fund has given exactly as much ...
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Vodafone Idea – The Potential Hit to Mutual Funds Due To The Supreme Court Ruling
What’s with the Vodafone-Idea combine? Things look horrible. The recent ruling of supreme court regarding the definition of “Adjusted Gross ...
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Premium: Why Equitas and Ujjivan Get a Lousy Valuation Compared To The Banks They Own
There are some excellent banking stocks valued at much lesser than their peers, and growing. Two small finance banks – Ujjivan and Equitas – have ...
Foundations
Does buying expensive quality stocks work?
It’s the 1960s. New investors join the markets in droves. The number of shareholders crosses a landmark number for the first time in history. Most of these ...
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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio
Q2FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our long term multicap portfolio. We start ...
Premium
Portfolio: Changes in the Premium Momentum Portfolio – November 2019
The mojo in markets which had all but disappeared over the long winter it has witnessed is finally seeing strains of green shoots. Whether these early shoots ...
Breaking
Happy Diwali 2019! Predictions and the Scorecard from Last Time
It’s Diwali time again! Wish you and yours a wonderful Diwali 2019, and hope the year brings prosperity and wealth! It’s also time for the annual ...
