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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, Premium Portfolio

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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Premium Portfolio

Capitalmind Chase Entry and Exit Rules

Ceasing the 'Chase' strategy on March 31, 2024, because its hourly monitoring and new trading hours complexity conflict with our aim for straightforward ...
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Stocks

SAMHI Hotels: Playing the cards right in a growing market with financial leverage

This post is unlocked with the 14-day free trial. Find the link below👇 to start your free trial. With hotel demand expected to increase in the next few ...
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Deepak's Memos

Missing the night, now that everything is bright

After what seems to be a remarkable run, Deepak speaks about how you're going to need both the ups and the downs for markets to really work. Inspired by the ...
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