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Month: January 2017

4 / 7

Uncle Theta Explores A High-Risk, High-Reward Result Strangle in TCS

Uncle Theta’s been doing some experimenting. And in the latest, he figured out something that’s been happening for years. A drop in the option ...
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Weekly Mashup – Edition 17

Capitalmind Mashup – a weekly newsletter to bring you a platter of publications over the past few days. All content shared here can be accessed by users ...
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Infosys Has A Lacklustre Result But Option Sellers Rejoice

Infy results have been ordinary. You could write a lot about how their margins went up X basis points or their “guidance” was down (or up, ...
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On Slack: A Failed President?, Bond Massacre, Bubble Online, Cash Tax, Creditworthiness Emails, Heaven Only Knows, Real GDP Growth, Trump Stump, Trumpian Uncertainty, Unsold Homes and more….

Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
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India's IIP Up 5.7% With Complex Diwali and Demonetization Impacts. Textiles and Auto Win.

Diwali in 2015 was in November. In 2016, it was in November. Diwali is when factories tend to shut. So the Index of Industrial Production (IIP) looks weak year ...
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Exclusive: We Reveal The Observations Made By US FDA’s Inspection Of Granules OmniChem's Vizag Facility

True to our promise of keeping a tab on the regulatory inspections of Indian Pharmaceutical companies, we are happy to get our hands on the Form 483 issued ...
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“They’re getting away with murder” – How Big A Bite Will Trump Take?

How do you make a first impression? Something like what the American President-elect Donald Trump did in his first press conference since being elected the ...
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Bond Baba Likes Yet Another Buyback Arbitrage For Its High Acceptance Likelihood

Bond Baba has been bored. Nothing’s happening in the bond markets. Some Reliance Home Finance issue came and instantly listed at 1.5% below the issue ...
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2016 in Review: The Top 10 Dividend Yielding Companies

As part of our year-end summaries, we look at the top 10 dividend yield performers for 2016. You can catch our earlier series here: 2016 in review: The top 10 ...
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Portfolio: Adding A PSU to DivYield Portfolio

We are adding another PSU Stock in DivYield Portfolio, which has given a significant dividend for last ...
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