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Premium: Bond Baba Ditches a Buyback Midway in Frustration But Gets 5% in 4 months
We’re sick and tired of Wipro. No, really. We thought it would be a brilliant buyback. Buy in the market at 286, get bought back and 320 and let it go. ...
Stocks
Story: How the Pollution in China Caused a 3x increase in Graphite Electrode Profits In A Year
Some stocks have cycles. In a down cycle they do badly. In an upcycle, they do so well that you watch in awe as profits go through the roof. But a cycle ...
Charts & Analysis
Chart: Coming Back To Cash One Year After Demonetization
It’s been a year since Demonetization! At 8 pm on November 8, 2017, Prime Minister Modi told us all that the big notes we have – Rs. 500 and Rs. ...
Premium
Portfolio: Momentum Monthly Changes Replaces Eight Stocks & About 20% In 5 Months
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
Stocks
Q2-FY18: Earnings Notes: Astra Microwave Products, Emami & GHCL
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
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Portfolio: We Exit Sintex BAPL From Our Long Term Portfolio
Sometimes you have to let a stock go even if you feel that there's something good that will happen to it. This is one of those times. We exit from our Long ...
Stocks
Q2-FY18: Earnings Notes: Asian Paints, Crompton Greaves & Hindustan Unilever
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
Charts & Analysis
Charts: Nifty Clocks 26% in 2017 with a 5.6% October
What a month was October! Markets went up over 5% and the Nifty clocked its second best month of the year (the best for the Sensex). The return for 2017 is ...
Premium
Macronomics: Agri Estimates Among Three Reasons Why Long Bonds Are In Trouble
In the stock market, no one’s worried about anything. Apparently, it doesn’t matter that crude oil made a multi-year high. Jet Airways made a 10% ...
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Taking Stock: A Deeper Look Into Meghmani Organics
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 ...
