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Stocks

How Shady Corporate Governance Has Given India Inc. a Bad Name

Never, ever, think about something else when you should be thinking about the power of incentives.”— Charlie Munger It has been twenty-eight years since ...
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Stocks

Result Analysis of Balkrishna Industries (BKT)

In this post we look at the Q4FY19 results and share notes from the conference call of a tyre company that we have talked about earlier. Balkrishna Industries ...
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Stocks

Premium: Adding a Small Cap Infotech Stock to our Multi Cap Portfolio

While China ran away with Manufacturing, India has been the hotbed of Service Industry. Tata Consultancy (TCS), Infy and Wipro are the names that come up when ...
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Premium

Q4FY19 Earnings Report : DCB Bank & City Union Bank

In this post we look at the Q4FY19 results and share notes from the conference call of two banks that we have recommended in our long term multicap portfolio. ...
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Premium

Premium: Tata Chem Demerges The Consumer Entity into Tata Global – Is This Good or Bad?

Tata Chemicals will demerge the stuff that you know about it – The Tata Salt, the Sampann Dal and such things that are the “consumer” ...
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Breaking

#Linkfest – Yes Bank Blues, SEBI Dings Mutual Fund Houses, Crisis in NBFC Space, Hero Motorcorp New Strategy, SEBI to Investigate LEEL Promoters, BigBasket Becomes Unicorn, 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. ...
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Premium

Q4FY19 Earnings Report : Parag Milk Foods

In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
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Economy

More Companies That Could Follow Zee, With Promoters Having Pledged Shares to Sell Bonds

You’ve got a bunch of mutual funds that were supposed to be “debt” – meaning, they are like fixed deposits. Except, some of these funds ...
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Premium

Q4FY19 Earnings Report : NOCIL

In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
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Stocks

Outlier in Focus – A Quick View of Greaves Cotton

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. See a video of how Outliers ...
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