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Why we like Kaynes Technology

The ESDM sector is taking off, growing at over 30% CAGR. Kaynes is riding this wave with high-margin products and with debt-free balance sheet. They are ...

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Recent Posts

Stocks

Shivalik Bimetals: Bending metals through the electrification wave.

While India is fast moving towards electrification, Shivalik bimetals sit right at the heart of these trends. Smart meters, switchgears and automobile sector ...
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Stocks

Should you buy Kotak Bank now?

Kotak Bank is caught up in market pessimism due to a recent RBI ban on onboarding new online customers and issuing new credit cards. This raises pressing ...
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Premium Portfolio

CM Fixed Income: Exiting Banking & PSU to Add a New Gilt Fund

We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...
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Stocks

Craftsman Automation: Poised for Growth Amid Temporary Headwinds

Unlock this post by trail. Craftsman Automation excels in making precise parts for cars and machines. Amidst temporary headwinds, looks resilient with a focus ...
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General

The Focused Way of Investing: Our Four-Quadrant Strategy and FY24 Review

FY24 brought us a 42% gain in our Capitalmind Focused portfolio, gently outperforming the Nifty's 29%. It's been a bit of a rollercoaster, especially these ...
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Deepak's Memos

A Small CAD for India, Yet Again

Yet again, India's Current Account Deficit is a mere 10 bn in the quarter (Dec 2023), less than levels more than a decade back, and less than 2017-18 ...
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Stocks

Poonawalla Fincorp: One right step at a time

There are some winning patterns in investing that keep repeating. One such pattern is when a big company buys a struggling company, fixes old problems, and ...
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General

CM Focused: Reducing our allocation to smallcaps & increasing cash

In the last few days, we have seen increased volatility in the mid and small-cap sectors due to regulatory actions, including restrictions on inflows into mid ...
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General

Zudio: The Story Behind Trent’s Meteoric Rise

Trent, part of the Tata Group, is transforming Indian retail with unique store concepts, trendy products, and focusing on customer satisfaction. This article ...
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Stocks

Data Patterns: Driving Defence Innovation from Concept to Deployment

Data Patterns, a supplier for Tejas, BrahMos missile, etc., is one of the few vertically integrated defense private players in India. The industry is supported ...
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