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Charts & Analysis
Charts: The Underperformance of the Next 50
The Nifty Next 50 (Also called “Junior”) is a set of stocks that form numbers 51 to 100 in the marketcap ranking list at the NSE. The index, ...
Premium
Walk the Talk: A Look at Tyre Companies in India
As part of our Walk the Talk series, in this post we take a look at the Q4 and full year results of Tyre Company’s. All articles in this series can be ...
Stocks
A Look at HDFC AMC Shows Us The Impact of SEBI’s Regulatory Crackdown on MF Fees
For Indians the best away to earn returns on savings was either investing in real estate or buying gold. The millennials are changing trends in the last decade ...
Premium
Premium: The Arbitrage in the Sale of a Paper Company
An interesting opportunity arises in a sale of a paper company. Acquisitions happen regularly, but this one is intriguing because the company is being sold at ...
General
Abeyaar: What is this DHFL Default and Debt Mutual Funds Crashing?
In simple terms, tell me what this thing is with Dewan Housing Finance (DHFL) defaulting. Like really simple. Like I’m just a fellow who put money in a ...
Premium
Portfolio: A Good month for Momentum Portfolio – Changes for June
National Elections have historically meant Volatility and strong one sided moves. While the pollsters were before the elections unanimous in entertaining that ...
Breaking
#Linkfest – Berkshire Hathaway Bites into ICICI Prudential, IL&FS Fraudsters, China-U.S Trade Standoff, IFC Invests into Manappuram, and more
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
Premium
Q4FY19 Earnings Report : PSP Projects
In this post we look at the Q4FY19 results and share notes from conference call of a company that we have recommended in our long term multicap portfolio. PSP ...
Premium
Fundas : Intangible Assets
What are intangible assets? What role do they plan in fundamental analysis? This post demystifies the ...
General
#Linkfest – DHFL Mutual Fund Mergers, Sale of Reliance Capital’s Family Jewels, New Liquidity Norms for NBFCs, UK PM Theresa May Resigns
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...