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General
On Slack: Rajasthan’s Land Bill Unlocks Dead Capital, Uber not Buying Ola, Insists Company, The Seemingly Trivial Realities Behind Tata Consultancy Services’ Massive Trade Secret Lawsuit and much more…
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...
General
Banning Surge Pricing Doesn't Change Anything For Uber or Ola Drivers
Our last set of articles on Uber and Ola got some serious attention – the Economics of Using Uber in India and the Counter Arguments. Since then things ...
Economy
The Maclor (MCLR) Update Tracker – April 18th 2016
As a follow-up to our note on the MCLR (Marginal Cost of funds based Lending Rate) and how it was going to change the way banks lend in India, we are going to ...
Stocks
The Simplified Version of Why TCS has to Pay Epic $940 Million For Stealing Data
TCS has been fined $940 million – around Rs. 6300 cr. at current USD to INR levels – for stealing documents belonging to Epic Systems. This ...
General
On Slack: The Deal That Hamstrung Tata Steel, Why Allergan Shares Are Tanking, Carlos Slim Positions for a Spanish Real-Estate Recovery and much more…
The Slack Discussions The Slack group at Capital Mind Premium has been extremely active and if you haven’t been there, pop us a note by replying to this ...
Premium
Portfolios: We Add Two More Outliers to the Momentum Portfolio
As markets go berserk again, our Momentum Outliers show two more encouraging ...
Stocks
Bridge India Fund exits Gulf Oil Lubricants India
Gulf Oil Lubricants India The Division was started in 1993 to manufacture and market lubricating oil and greases. Within a short span of seven years, the ...
Stocks
Guest Post: Kaveri Seeds Update Part 3, The Royalty Mess Continues
In two posts earlier, our guest Ravi Duggirala has mentioned about the issues at Kaveri Seeds. This one is a follow up. Please read: The Royalty Mess at Kaveri ...
Premium
Premium: An Interesting Position for India in the World Sugar Industry
In this post, read about an interesting situation with the Sugar sector, where we seem to have a play because of adverse weather in the rest of the world, ...
Stocks