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Deepak's Memos
Capitalmind Turns 9!
We turn 9 today, and take you through a few thoughts, learnings and our little bit of advice on how to look at wealth, performance and all the crazy things ...
General
[Newsletter] Market Overview, How to Invest a Lumpsum and 5 Good Reads
In this edition of newsletter, find out how the market did this week, we get you framework on how to invest a lumpsum amount and find 5 good reads for the ...
Commentary
Ten Money messages I would share with my younger self
As unintuitive as it'll sound coming from an investment manager, you probably don't need to think about investing as much as you think you do—that and nine ...
Concepts & Tutorials
Why investing more money matters more than targeting higher returns
There's no end to the fight for higher returns, but is it really worth the effort? If what you need is a pot of gold at the end, is it just better to focus on ...
Stocks
Jio Financials: Does the demerger from Reliance have value?
Reliance Industries is demerging a small financial company it owns: Jio Financials. We take a look at the small little big thing that becomes a separate entity ...
Stocks
Allcargo Trade: A Neutral Verdict
In 2022, Allcargo embarked on a strategic demerger, splitting its business into three distinct segments. While the rationale was clear - to simplify structure ...
Premium Portfolio
Momentum makes a comeback, Low Vol continues steadily – Aug ’23
The 3rd 2023 quarterly rebalance of the CM Low Vol portfolio goes out to Capitalmind Premium and CM Low Vol smallcase subscribers this weekend. This post ...
General
[Newsletter] Market overview, CM Chase performance review & 5 good reads
This week, Brent bucked the trend to fall 3.2% while Nifty and Gold also fell at little under 1%. Over 1 year period, Silver is up by 25% and gold is up by ...
General
[Newsletter] 5 Good reads and 25% off on all products!
🔆 Saturday Coffee Newsletter Independence day offer: 25% off on all products Market Overview: Top indices & asset classes Good Reads: 5 good reads on ...
Commentary
How non-programmers can use Chatgpt’s Code Interpreter to kickstart analysis
The closest analogy to using chatgpt and Code Interpreter is like everyone having access to a smart yet inexperienced intern conversant with python ...
