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Premium
The Long Term Portfolio: Summary Of Q2 Results
We have a bunch of positions in the Long Term Portfolio and here's an update on all their ...
Premium
Macronomics: How Much Does India Use Cards Versus Cash? A Data Summary
How much of India’s Liquid Wealth is in “Cash”? We all know that the demonetization drive has impacted India but let’s take a look at ...
Premium
Portfolio: We Add This PSU Firm To Our Momentum Portfolio
We add this finance PSU to our momentum ...
General
On Slack: A Week of Long Lines, Cancel Home Bookings, Deficit on Back Burner, Demonetisation Politics, Dirty Linen, Fed Watch, Snapchat IPO, Tackling Black Money, Taxmen Track Social Media and more….
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there (Premium subscribers only), pop us a ...
Foundations
Will The Cash Crunch Cause The Indian Economy To Contract?
All that anyone seems to be talking about is the demonetization drive. Essentially, this involves invalidating the Rs. 500 and Rs. 1000 notes, and asking ...
Stocks
Amid The Market Chaos, PSU Banks Silently Rally But Will It Last?
Demonetisation has been ripping the markets apart and Nifty hit a 5 month low today. With demonetisation coming into affect from 9th November most sectors have ...
Stocks
Rakesh Jhunjhunwala Increases Stake In Delta Corp To 10.28%
We bring you the “Big Deals” for today. A summary of the most important Bulk and Block Deals. Delta Corp – engaged in the business of gaming & ...
Premium
Premium: The Strategy To Buy Stocks When Everything Is Falling
Investing in markets like this is scary. Because everything’s moving! Today we’re going to make a quick note about How to Actively Invest in Fast ...
Premium
Portfolio: We Add A Chemical Company With Low P/E To Long Term Portfolio
We add another chemical company to our Long term Portfolio. This stock is currently trading at a P/E below ...
General
Cash is Not Bad. Do not Attack Cash as a Medium of Transaction
I wrote a long series of tweets about cash: Cash transactions are not as bad A few things to add: Cash transactions are not useful for long distance ...