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Month: March 2017

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Weekly Mashup – Buyback For Arbitrage, Dividend Yield Portfolio Returns, Rejig of the Momentum Portfolio & more!

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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On Slack: Beware of the DUD, Containers, Downside of Momentum, Flash Storage, Market Dynamics, Mindless Investing, Penny Stocks, Smart Beta 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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IPO: DMart is a Wonderful Company, But With All This Excitement….

What’s to not like about the DMart IPO? This is a relatively small one (only 1870 cr.) with a price of around Rs. 299. That’s about 6.25 cr. shares ...
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Dr Reddy’s Laboratories US FDA Inspection of Miryalaguda – Form 483 Revealed

Today we cover the Form 483 issued by the US FDA to Dr. Reddy’s API manufacturing plant at Miryalaguda. On another note, the company’s formulation ...
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Charts: People Are Drawing Rs. 30,000 cr. Per Week As Cash Limits Ease

All that cash that went back to banks because of the demonetization of Rs. 500/1000 notes is now starting to flow out again. We’d been initially told ...
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The Docomo Saga: RBI Says No to Big Tata Payment, Deal Hit By Archaic FEMA Rules

The RBI refused to allow a dispute between Tata and NTT Docomo to be settled, by objecting to the terms of the deal in the Delhi High Court. But what really ...
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Taking Stock: A Deeper Look at Sunil Healthcare

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
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Missing The Big Moves and The Difference It Makes To The End Result

How often do you hear this: Only 40 days have contributed to the total gains of the S&P index since inception! So, missing those days can have a massive ...
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Portfolio: The March Rejig of the Momentum Portfolio Weeds Out Losers, Rides the Winners

We’ve had some changes in the momentum ...
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Portfolio: The Dividend Yield Portfolio Returns 31% and Gets a 7.2% Yield in 14 months

The Dividend Yield Portfolio has been doing well with a 31% return since Jan 2016 (when we started it). And we had a 25% loss in one stock (Noida Toll Bridge) ...
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