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General
Podcast: Should You Buy A House? (Ep-13)
“Your EMI is going to consist of way more rent paid to a bank than the rent you’re paying your landlord. So if you financially look at it, ...
Premium
Taking Stock: A Deeper Look at Alkyl Amines
It has been a while since we have looked at individual stocks in detail. As part of our taking stock series we look at stocks in depth, check the detailed ...
Stocks
A Fast Moving Stock Gets Into the Multicap Portfolio
This is a Premium Unlocked Post This is an interesting opportunity, but one that’s fairly risky simply because it’s moved up fast. The problem with ...
Foundations
Capitalmind Plan: Creating Your Personalized Financial Plan
Capitalmind Wealth (our Wealth Management Service) uses our own financial planning software to help plan out long term goals and the strategy to get there. ...
Premium
Premium: The Indiabulls Housing Saga, and Funds that Own Indiabulls Housing Finance Bonds
A lot has been happening with Indiabulls Housing Finance. With Prashant Bhushan filing a PIL against Indiabulls Housing Finance, and the RBI cancelling its ...
CM Strategy
Making Sense of Sector Valuation Multiples
A chart first to set context. Range of enterprise value (EV/EBIT) multiples prevailing by sector in India. It shows two things: Investor ...
General
Ask Me Anything With Deepak Shenoy
We did an ‘Ask Me Anything’ session for Capitalmind’s premium subscribers with Deepak Shenoy (CEO). Deepak answered a range of questions ...
Premium
Premium: As GRUH Becomes Bandhan, Readjust Your Shares Accordingly
On the 18th of October, your shares of GRUH Finance will be replaced by shares of Bandhan Bank. For every 1000 shares of Gruh, you will have 568 shares of ...
General
Good Things Happen, Because Bad Things Are Allowed To: Karachi Stock Exchange Version
Markets are going to be volatile, because that’s by design. If you curtail volatility, forcibly, it doesn’t end well. Oh, and people have tried. In ...
Charts & Analysis
While You Were Sleeping: What Stocks Do Overnight versus in Trading Hours
There’s so much activity during the trading day. Stocks are going up. Falling. The index is moving. The TV channels are on. Sometimes the anchors wear ...
