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General
On Slack: A Paradox, Calling Bullshit, Early Signs of El Nino, Finance Theory on Fed Hikes, Narrow Range Day, Salad-Making Robots, Shale Oil 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 ...
Fixed Income
Now Free: How Other Funds Handled The Ballarpur Debt Default, and Why You Need To Exit Some Of Them
The Ballarpur Default had one big victim: Taurus Mutual Fund. But Taurus owned just 100 cr. or so of Ballarpur Debt. Was it the only Mutual Fund to have been ...
Opinion
Fake News in Stocks: Of Signal, Noise and Bias
In April of 2013, the Associated Press twitter handle was hacked and a tweet went out which claimed that the President was injured in a bomb attack on the ...
General
Weekly Mashup – Buyback For Arbitrage, Dividend Yield Portfolio Returns, Rejig of the Momentum Portfolio & more!
Capitalmind Mashup – a weekly newsletter to bring you a platter of publications over the past few days. All content shared here can be accessed by users ...
General
On Slack: Beware of the DUD, Containers, Downside of Momentum, Flash Storage, Market Dynamics, Mindless Investing, Penny Stocks, Smart Beta 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
IPO: DMart is a Wonderful Company, But With All This Excitement….
What’s to not like about the DMart IPO? This is a relatively small one (only 1870 cr.) with a price of around Rs. 299. That’s about 6.25 cr. shares ...
Stocks
Dr Reddy’s Laboratories US FDA Inspection of Miryalaguda – Form 483 Revealed
Today we cover the Form 483 issued by the US FDA to Dr. Reddy’s API manufacturing plant at Miryalaguda. On another note, the company’s formulation ...
Charts & Analysis
Charts: People Are Drawing Rs. 30,000 cr. Per Week As Cash Limits Ease
All that cash that went back to banks because of the demonetization of Rs. 500/1000 notes is now starting to flow out again. We’d been initially told ...
Stocks
The Docomo Saga: RBI Says No to Big Tata Payment, Deal Hit By Archaic FEMA Rules
The RBI refused to allow a dispute between Tata and NTT Docomo to be settled, by objecting to the terms of the deal in the Delhi High Court. But what really ...
Premium
Taking Stock: A Deeper Look at Sunil Healthcare
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 ...
