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Opinion
Ashwath Damodaran says Flipkart Is Walmart's Most Expensive Facelift. Why It Might Not Be, and Stories And Numbers at Jamna Auto
Today’s a day for a video by a pretty famous guy, Ashwath Damodaran. It’s a 25 minute video – and worth every minute of it. But, as is usual, ...
Breaking
#Linkfest: Lousy Real Estate Fund, Whistleblowers and Shady GDP Adjustments
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: Replacing 3 Stocks and Adding 8 More in Momentum Monthly Rejig
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 ...
Charts & Analysis
Charts: Nifty Gets a Good November, But Broad Markets Still Down For The Year
The month of November was kind on the Nifty but not quite as much on the broad market. The Nifty went back to positive territory for the year, with a near 5% ...
Premium
Walk the Talk: Two Wheeler Auto Industry, Concall Insights
We are bringing in a new series, “Walk the Talk: Industry Insights From Conference calls”. We will be going through the results and conference calls of ...
Mutual Funds
Introducing GearUp: Learn to Code and Analyze Data, Episode 1: 10 year rolling returns of total return indices
Last month, equity mutual fund inflows hit an 8-month high at Rs. 12,622 Crore. AMFI’s #MutualFundsSahiHai campaign is omnipresent, helping retail ...
Breaking
#Linkfest: US Spooks OPEC, Yes Bank Promoter Bonds, Income Tax Dept Sells Vedanta Shares
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. ...
Stocks
Outlier in Focus: Birla Cables
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 Birla ...
Economy
Commercial Paper Sees 19,000 cr. Issued Today, Yields Around 8%
The Commercial Paper situation is continuously getting better, with over 19,000 cr. issued today. Salient highlights: 10,000 cr. went to NBFCs, though REC was ...
Mutual Funds
A Credit Report on Blackstone’s Bonds Reveals Something Interesting about the Mphasis buyback
On our experimental and corp-actions-and-ipo channel at Capitalmind Premium, we recently had an interesting discussion on the buyback announced by Mphasis. ...
