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Economy
Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?
We had a good response to our first episode: (Episode 1: On Debt Funds Losing Money). Today we bring you Episode 2. It’s about a topic ...
Opinion
NSE Cracks Down on Financing Schemes Used By Deep In The Money Option Players
A new circular from NSE changes the financing game for people who’ve been using the options market for financing deals. The NSE will require cash to be ...
Premium
Walk the Talk: Conference Call Insights from the Tyre Industry – 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 ...
Stocks
The Uno Minda and Harita Merger – Is There An Arbitrage Opp?
Harita Seating has recently announced its merger with Minda Industries. The merger comes at a low point for Harita seating in terms of slowing fundamentals. ...
Premium
We Add a Telecom Stock to our Long Term Multicap Portfolio
We tend to see markets overvalue and undervalue companies all the time. The crowd is not wrong other than at extremes. This applies both to the higher extreme ...
Premium
Q3FY19 Earnings Report : Results in the Long Term Multicap Portfolio
APL Apollo came up with Q3 results last week and had a conference call on 18th Feb. Below is the snapshot from the results and notes from the conference call. ...
Stocks
Outlier In Focus: A Quick View of Varun Beverages Limited
We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Varun ...
Economy
Introducing The Capitalmind Podcast: On Debt Mutual Funds Taking Losses and What You Can Do About It
Here’s introducing the Capitalmind Podcast: Of strange things in the financial markets, with Deepak Shenoy and Shray Chandra. Click play below: ...
Stocks
Q3FY19 Earnings Report: Garware Technical Fibres, Jamna Auto, Manappuram, City Union Bank, DCB Bank
The season of Q3 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
Premium
Fundas : Understanding Operating Leverage
Leverage amplifies the profitability of companies. First thing that comes to mind when one speaks of leverage is the debt that the company has on its balance ...
