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Month: May 2017

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A Kinda Sorta Default: The Reliance Communications Saga

We’ve just had another big downgrade: Reliance Communications. The telecom stock hit an all-time high of Rs. 800 in the euphoric bull market of 2007 and ...

Premium: The Interactive Big Whales Report – Portfolios of Top Investors!

The Interactive Big Whales Report! A Big Whale is a large investor. We get data of investors who own a large stake (greater than 1%) in listed companies. We ...

Outlier in Focus – Hindustan Unilever

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Hindustan ...

Bond Baba: When Should You Sell A Bond?

It’s a very difficult thing to sell an investment. Because if it goes up after you sell, you feel pangs of regret. Like in our Momentum portfolio, the ...

Suckered: Raymond Wants To Sell Prime Mumbai Land to its Promoters, 90% Lower Than Market Prices

Sometimes, you wonder how brazen promoters can be. And then you find out: More brazen than you can imagine. Consider this: There is a company, Raymond. ...

Portfolios (Unlocked): We Exit Momentum 2.0 With 24%, Atlanta With 43% – Both in Six Months

We started Momentum 2.0 on 21-Nov-2016. In hindsight, we couldn’t have timed the entry any better. While market dipped once again in December, it only ...

The Perils of a Leveraged HNI In OverSubscribed IPOs

The much hyped and highly oversubscribed IPO “HUDCO”, was listed recently at a premium of 21%. We now know that most of the leveraged HNIs have ...

What we are Reading: Rethinking Transportation 2020-2030

Disruption is nice as long as it doesn’t affect the companies we are invested in. But when it hits an Industry as big as Retailers, it can be hell for the ...

Taking Stock: A Deeper Look at JHS Svendgaard Laboratories

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 ...

What is the difference between XIRR vs CAGR in portfolio returns?

What’s the difference between XIRR and CAGR in the portfolio return calculations? XIRR is simply an Internal Rate of Return. (We’ll get to the X ...