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Opinion
My Podcast: Gyan on Entrepreneurship and Life And All That Jazz
Anupam Gupta and I have been having conversations for years. This time, we made it official. Here’s a Paisa Vaisa podcast episode where I speak about ...
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Premium: Introducing the Long Term Large Cap Portfolio
At Capitalmind, we currently run 4 portfolios : Long Term Portfolio which is a market-cap agnostic portfolio comprising growth stocks that we believe shall ...
Charts & Analysis
Chart: The History of the Rupee-Dollar Exchange Rate Since 1966
Historical chart of the Indian Rupee versus the US Dollar from ...
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The Fear of Losing Margins: Balkrishna’s Fall on Capex Plans
Balkrishna Industries is down over 15% in a few days on the back of an announcement that it will spend more money on ...
Opinion
Whoa. SEBI Says Indians Are Not Allowed To Manage Foreign Funds into our Market.
SEBI has something up it’s sleeve, always. The market regulator has spooked a few people, in a sweeping regulatory move that seems to say that if ...
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Portfolio: Replacing 3 Stocks and Adding 3 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 ...
Opinion
Book Review: The Spider Network – The Wild Story of a Maths Genius and One of the Greatest Scams in Financial History
At Capitalmind, we love reading books. As part of a new Initiative, we shall come out with short briefs on books we have read. Honest reviews just like you ...
Charts & Analysis
Monthly Return Charts: Nifty Does Another 3% To Take 2018 to Double Digit Returns
Yet another month goes by with the Nifty doing something positive – a 3% month this time. Takes the Nifty’s return to 10.9%. This takes us to a 10% ...
Opinion
What We Are Reading: Paul Singer, Activist or Vulture?
A very interesting piece by Sheelah Kolhatkar on Paul Singer, the “vulture” investor: (The New Yorker) It’s a harsh tribute to Singer, whose ...
Stocks
Premium (Unlocked) – Annual report review : Balkrishna Industries (BKT)
As part of a new initiative we will review annual reports of companies. Annual reports of some companies are voluminous and lot of the material can be skimmed ...
