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Premium

Bond Baba (Unlocked) : HCL Tech accepts 2/3rd of Buyback, a 10% Return in 3 months

The HCL Tech buyback is complete. Out of every 220 shares, 148 shares have been accepted, and the rest will come back to you. This implies an acceptance ratio ...
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Premium

Portfolio: A 2 Stock Rejig in the Momentum Monthly Change

We have juggled around two positions for the month of July. Remember, the Momentum portfolio has a rejig once a month, typically the first ...
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Charts & Analysis

Nifty is up 16% in 2017 despite Bad June, 10 Year SIP Returns at 8%

It’s half the year! And the Nifty has already returned more than 16% in 2017. June was however the first negative month in the year, with a -1% return on ...
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Premium

Premium: The Aditya Birla Nuvo – Grasim Merger Throws Up An Interesting Business

Today we analyze the Grasim – Aditya Birla Nuvo Merger. There’s a piece in there that we like, but the important lesson here is: They will confuse ...
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Stocks

JP Associates – The road to hell is paved with good intentions

On Tuesday, a day when markets went down by 1%, J.P.Associates shot up by more than 10% on news about restructuring of the company’s debt. On Wednesday, the ...
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Stocks

Outlier in Focus – Graphite India

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 Graphite ...
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Premium

Bond Baba: The Buyback on Bonds and How To Tender Them

Earlier this year, we spoke of bonds with put options. In there we spoke of an L&T Bond (N2) that has a buyback option at Rs. 1687 on December 4, 2017, ...
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Foundations

Introduction to Total Returns Index

The history of a set of stocks to represent the market started with Charles Dow who created the first stock market Index. An Index is a representative of the ...
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General

Humour: Of Investment Bankers Taking Uber Pools and Managing Your Money

For the first time in years, we have the idea of bankers selling you the bad stuff featuring in stand up comedy as well! (HT ...
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Opinion

Optionality: What You Are Unsure Of Might Just Make You Win

We were returning from Goa. It was a long drive back – and at 11 pm we were hungry. The choices, just after we passed Nelamangala were: go through the ...
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