Lodha & being 3rd time lucky The company deferred its plans twice citing weak demand and market conditions. Incidentally both the attempts timed the market ...
Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? ...
In our "House view" series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced primers about the business, ...
There is a rare breed of e-commerce & tech players who hate to burn cash. They do not bother about next round of funding or pitching the VCs. They give utmost ...
Under the right circumstances, groups are remarkably intelligent. -James Surowiecki , Author of The Wisdom of Crowds The Capitalmind Slack forum started back ...
February 2021 Monthly Update for the Long Term Multicap & CM Passive Strategy Portfolios CM view on the market Nifty 50 has shown a 6.6% return in Feb ...
This is the story of an ancient king, a lost crown & hidden treasure. Poetry aside, this is about: The world's fastest stock exchange with execution ...
Capitalmind LT Multicap Portfolio Consolidated Q3FY21 Results Update CM view – The Quarter Gone By We are seeing a strong revival across industries. ...
It's the time for LT Multi cap portfolio rebalance. Post Q3 results & Budget 2021, we had reviewed our portfolio & came up with 5 changes: 2 stocks exiting ...
The Brookfield REIT IPO is on till 5th Feb, 2021. This is only the third REIT to list in India, after the Mar 2019 Embassy REIT and Jul 2020 Mindspace ...
