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Fundas : Understanding Economic and Market Value Added (EVA & MVA)

While looking at earnings growth, one refers to growth in bottomline or net profits. These are also known as accounting profits. While there is no doubt that ...
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Opinion

Book Review: The Myth of Capitalism: Monopolies and the Death of Competition

One of the many things that isn’t in short supply is the number of book titles that are published year on year. Every major blog and author has a list of ...
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Premium

Portfolio: Taking One Exit and Adding 8 More Stocks to DivYield Portfolio

Dividend Yield portfolio is designed for investors who want consistent cashflows for their investments over a period of longer term. Dividend was one of the ...
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Economy

Podcast: The Stubborn Cost of Capital in India (Episode 3)

  The startup crowd, from Flipkart to Swiggy to Paytm, are all owned by funds from China, Japan or the US. And now, other large companies too are seeing ...
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Premium

Walk the Talk: Conference Call Insights from the Auto Manufacturers – Q3FY19

As part of our  Walk the Talk series started last quarter, we look at the quarterly results and conference calls of companies in the selected industry and ...
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Stocks

Odisha Cement Says a Broker Stole 344 cr. Mutual Fund Units. Or Is There More To This Story?

An article published on March 5th, 2019 on our website capitalmind.in cast aspersions on Mr. Jayesh Nagindas Doshi by incorrectly reporting that his other ...
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Portfolio: Changes to the Capitalmind Momentum Portfolio – March 2019

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Stocks

The Magic Formula Reviewed and Stock List for 2019

We had written a post at the beginning of last year on the Magic Formula and had created two portfolios with companies having market capitlization of greater ...
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Premium

Premium: The Rise of Index Funds in India, And How You Can Take Advantage Of It

Index funds only invest in companies that constitute an index. This can be a good thing, because as the value of the index rises, so does the index fund NAV. ...
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Foundations

Nifty Small Cap Index is massively down. Should You Buy?

The Nifty Small Cap Index is down 40% from its peak, the Nifty Mid Cap Index is down 25% from its peak while Nifty 50 is down just 8% from the peak. In terms ...
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