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Fundas: The Important Connections between Financial Statements (Part 1)
In two part series on Fundas this time we look at how the financial statements (Income/P&L, Balance Sheet and Cash flows) are connected. Our aim is to help ...
Mutual Funds
Reliance Capital: Which Mutual Funds Hold The Beleaguered Company’s Debt?
There has been lot of drama going on in debt funds. It all started with IL&FS, followed by DHFL and so on and so forth. And now, it’s gone to the ...
General
Why Asset Allocation Deserves More Attention
When I initially started investing, which is not very long ago, I saw a lot of platforms with goal plans and “risk assessment”. A novice investor does not ...
Premium Portfolio
How We Have Done: The Performance of our Premium Stock Portfolios
Its been about 18 months since we spoke of the performance of the premium portfolios all together. (See previous post) So we start off looking at what has ...
Premium
Premium: Exits and Realignment of the DivYield and EV Portfolios
Sometimes companies misbehave. Sometimes circumstances hurt them. Some other times, they are accused of dirty activities. The result, in the stock market, is ...
General
#Linkfest – Bombay High Court Retires Elder Pharma, Hellish Conditions for Indian NBFCs, Religare Insurance Fraudsters, ‘Mr. Fixit’ Nitin Gadkari, and more
At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
Charts & Analysis
Charts: The Underperformance of the Next 50
The Nifty Next 50 (Also called “Junior”) is a set of stocks that form numbers 51 to 100 in the marketcap ranking list at the NSE. The index, ...
Premium
Walk the Talk: A Look at Tyre Companies in India
As part of our Walk the Talk series, in this post we take a look at the Q4 and full year results of Tyre Company’s. All articles in this series can be ...
Stocks
A Look at HDFC AMC Shows Us The Impact of SEBI’s Regulatory Crackdown on MF Fees
For Indians the best away to earn returns on savings was either investing in real estate or buying gold. The millennials are changing trends in the last decade ...
Premium
Premium: The Arbitrage in the Sale of a Paper Company
An interesting opportunity arises in a sale of a paper company. Acquisitions happen regularly, but this one is intriguing because the company is being sold at ...
