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Month: January 2018

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Portfolio: We Exit Some Positions in the Momentum Portfolio

We are exiting a complete position in one stock by booking 87% profits and partial positions in two stocks which have given returns of 186% and 97% in less ...

The Economic Survey in Charts: Higher GST Registrations, Falling Home Price Growth, Tax Litigations

Here’s some of our thoughts from the Economic Survey, which we tweeted out. The GST Thing: The Small Guys are not claiming lower taxes GST has a ...

Premium: A Look at the Dairy Industry – Part 2

In the first part of this series we examined the Dairy Industry in India, ​and today we will discuss the important financial metrics of the following listed ...

The Banks That Get 88,000 Cr. as a Bailout. Explained.

On October 25, 2017 the Government announced the Great Indian Bank Recapitalization program. (Read our post on it) The idea was to infuse capital for ailing ...

Portfolio: We Exit Tata Coffee From Our Long Term Portfolio

The long term portfolio has seen a good return last year. We don't usually do any sudden moves on any stocks, and analyze them based on results and growth. ...

Premium: That Complex Tata Steel Rights Issue

There's a rights issue in Tata Steel. If you own shares, you can buy more shares and give the company money; but how does this work? There's some money for ...

Premium: A Look at the Dairy Industry – Part 1

The ​​​​​​​​​​​​​​Indian Dairy Industry This is a two-part report on the Indian Dairy Industry – from Milk to Cheese. ...

Premium (Unlocked): The Performance of the Capitalmind Premium Portfolios in 2017

2017 was a good year for the financial markets. Save for a few, almost every stock market registered gains. Our own markets weren’t different with both ...

The Magic Behind The Profits of Reliance Jio

Reliance Jio is profitable, apparently. Because Reliance Industries has a press release to this effect: From the accountant’s point of view he is right. ...

Bond Baba: Is Unichem Buyback Worth a Peck?

Unichem - A specialty pharmaceutical company, specialized in niche therapy areas of cardiology, neurology, orthopedics and anti-infective. Unichem has recently ...