Archives
104 / 652
General
Abeyaar: What is this DHFL Default and Debt Mutual Funds Crashing?
In simple terms, tell me what this thing is with Dewan Housing Finance (DHFL) defaulting. Like really simple. Like I’m just a fellow who put money in a ...
Premium
Portfolio: A Good month for Momentum Portfolio – Changes for June
National Elections have historically meant Volatility and strong one sided moves. While the pollsters were before the elections unanimous in entertaining that ...
Breaking
#Linkfest – Berkshire Hathaway Bites into ICICI Prudential, IL&FS Fraudsters, China-U.S Trade Standoff, IFC Invests into Manappuram, 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. ...
Premium
Q4FY19 Earnings Report : PSP Projects
In this post we look at the Q4FY19 results and share notes from conference call of a company that we have recommended in our long term multicap portfolio. PSP ...
Premium
Fundas : Intangible Assets
What are intangible assets? What role do they plan in fundamental analysis? This post demystifies the ...
General
#Linkfest – DHFL Mutual Fund Mergers, Sale of Reliance Capital’s Family Jewels, New Liquidity Norms for NBFCs, UK PM Theresa May Resigns
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. ...
Mutual Funds
DSP Quant Fund NFO – Is it Worth Investing?
Factor Investing – a word that is not heard as much in the world of investing even though we all speak of factors when we talk about buying stocks based on ...
Economy
Election 2019 is Done: BJP Gets A Majority, And The Things It Must Do Now
It’s been a wild election and there will be many many political analysts to read. I am not one of them. So I’ll try and stick to what happened with ...
Stocks
Result Analysis of APL Apollo Tubes
In this post we look at the Q4FY19 results and share our notes of the conference call of a steel pipe company that we had covered in our taking stock ...
Breaking
#Linkfest – Vedanta Promoters and Zambia Copper Mine, Bharti Airtel War Chest, TN Sugarcane Crisis
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. ...