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Stocks
Taking Stock – A Deeper Look at JM Financials
At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
Premium
Premium: An Expensive Bandhan Buys An Expensive Gruh. Is the Combined Entity Attractive?
Bandhan Bank, built out of the performing Microfinance company, is now buying a small housing loan company, GRUH Finance. This is a deal that’s taken both ...
General
#Linkfest: The Bad Auditors, Taxmen Hating Refunds, Maruti Leaves Gurgaon
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
Portfolio: We cut down our Cash and Buy into New Positions in Momentum Portfolio
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 ...
Stocks
ONGC First Gets Forced To Buy HPCL and Now, To Buy Its Own Shares Back
We have some big big numbers here. This is, in fact, the summary of the borrowings of ONGC during FY17-18. In Fy16-17 they had no borrowings. In fact, during ...
Premium
Fundas: Understanding Financial Ratios – Part 3 : Valuation
In continuation to our financial ratio series, in this post we look at the valuation ratios. This is the final post in the ratio series. See: Ratios Part ...
Premium Portfolio
Roundup of the Markets, circa 2018
We started 2018 with a Bang and ended with a whimper. What a difference a year can make in the life of an equity investor. 2017 was a year when the ruling ...
Mutual Funds
The Macro in 2018: The Rupee, Banks Rescuing NBFCs, Low Inflation and Central Bank Insanity
As 2018 comes to a close, the macro seems to have become interestingly important. The most important thing this year seems to have been the oil and the rupee. ...
Opinion
Book Review: China’s Great Wall of Debt | “Local-government debt is our subprime”
When IL&FS tumbled and the NBFC crisis reared its head, a word that was constantly used was “Shadow Banking”. Shadow Banking is basically financing by ...
Stocks
Stocks and Stuff : What we wrote about of Stocks in 2018
2018 is sliding towards a close and it’s been a very interesting year in the markets. Here’s a quick review of analysis that we have done – ...
