Archives
154 / 652
Economy
The Government Helps Push GDP, But It Slows To 6.1%
India’s GDP grew 6.1% on an inflation adjusted basis in Q4. This is the lowest number since March 2014. What Slowed Down? From a sector perspective, ...
Premium
Portfolio: Booking 50% Profit In Aegis Logistics
We sell 50% of the position in Aegis logistics. While the future is bright, the stock has moved up a lot and is probably at where it will be in the next year ...
Stocks
A Kinda Sorta Default: The Reliance Communications Saga
We’ve just had another big downgrade: Reliance Communications. The telecom stock hit an all-time high of Rs. 800 in the euphoric bull market of 2007 and ...
Breaking
Premium: The Interactive Big Whales Report – Portfolios of Top Investors!
The Interactive Big Whales Report! A Big Whale is a large investor. We get data of investors who own a large stake (greater than 1%) in listed companies. We ...
Stocks
Outlier in Focus – Hindustan Unilever
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 Hindustan ...
Premium
Bond Baba: When Should You Sell A Bond?
It’s a very difficult thing to sell an investment. Because if it goes up after you sell, you feel pangs of regret. Like in our Momentum portfolio, the ...
Stocks
Suckered: Raymond Wants To Sell Prime Mumbai Land to its Promoters, 90% Lower Than Market Prices
Sometimes, you wonder how brazen promoters can be. And then you find out: More brazen than you can imagine. Consider this: There is a company, Raymond. ...
Premium
Portfolios (Unlocked): We Exit Momentum 2.0 With 24%, Atlanta With 43% – Both in Six Months
We started Momentum 2.0 on 21-Nov-2016. In hindsight, we couldn’t have timed the entry any better. While market dipped once again in December, it only ...
Stocks
The Perils of a Leveraged HNI In OverSubscribed IPOs
The much hyped and highly oversubscribed IPO “HUDCO”, was listed recently at a premium of 21%. We now know that most of the leveraged HNIs have ...
General
What we are Reading: Rethinking Transportation 2020-2030
Disruption is nice as long as it doesn’t affect the companies we are invested in. But when it hits an Industry as big as Retailers, it can be hell for the ...
