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Taking Stock: A Deeper Look at JHS Svendgaard Laboratories
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 ...
Foundations
What is the difference between XIRR vs CAGR in portfolio returns?
What’s the difference between XIRR and CAGR in the portfolio return calculations? XIRR is simply an Internal Rate of Return. (We’ll get to the X ...
Charts & Analysis
The Rupee Rushes Back to 65. RBI Has The Reserve To Sell, But Will It?
The Rupee made a huge move today, after sitting below Rs. 64 for more than two months. The rupee is now at 65 (after market) and looks really weak. This is not ...
General
Top 10 Reads: Economic Confidence Model, George Soros Trade, Low Inflation, Market Volatility, Rare Metals, Retirement Fund and more….
Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
Stocks
Yes Bank : RBI Finds 5x More NPAs Than Bank Reveals, Bank Says It's Not Hiding NPAs
Yes Bank has been in the news for all the wrong reasons recently. There’s been about 5.5 times more “bad” loans according to RBI, versus what ...
Stocks
Outlier in Focus: V2Retail, A Turnaround Story With Some "Warranted" Risks
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 V2Retail, a ...
Charts & Analysis
Charts: Trade Deficit Expands To Widest Since November 2014 And This Is Good News
India’s import deficit in April 2017 was a whopping 13 billion dollars. The most since November 2014. And that’s an awesome thing. Why is this ...
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Portfolio: Removing Canara Bank From DivYield Portfolio On Low Dividend Yield
We are removing Canara Bank from our DivYield portfolio. The place is vacant, we will be adding another stock soon. Canara Bank has just given a dividend of Rs ...
Charts & Analysis
Charts: 6 Months Post Demonetization, Cash Levels Get To 80% Of What It Was Earlier. And Credit/Deposit Growth Falls Off A Cliff.
Just as we reach the six month anniversary of the Demonetization of the 500/1000 rupee notes, we get the status of cash in the economy. The chart has it: we ...
Premium
Bond Baba: How To Tender Your MPhasis Shares, and a 34% Return on Buybacks in One Year
The Mphasis Buyback is here! Remember, in February we mentioned this 13% buyback opportunity (Read post) where the Mphasis buyback at Rs. 635 was ...