Archives
30 / 651
Sector Analysis
How rising subcontracting costs could hurt margins for IT companies
Domestic software services companies have been witness to their share prices falling by 10-35% from their peak levels. One of the main reasons cited for this ...
General
Berkshire annual meet 2022, Framework to pick winners, Finding alpha & More
. 🔅 Investing: Lessons from Berkshire Hathaway annual meeting 2022 🔅 Actionable: Framework to filter out winners & position sizing 🔅 ...
Opinion
Masala Money: Krish Ashok X Deepak Shenoy on Food and Finance
Two engineers get together to discuss two life essentials - food and money! Our food expert is Krish Ashok. Ashok is Global Head, Digital Workplace at TCS. ...
Premium Portfolio
CM Focused Factsheet: A strong FY22 and the FY23 roadmap
FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
Premium Portfolio
Tight-fisted markets
A quick roundup of the Capitalmind Momentum portfolio in April 2022 April 2022 portfolio update The chart shows Capitalmind Momentum smallcase returns versus ...
IPO
Five reasons not to invest in the LIC IPO, but one solid reason why you should
The LIC IPO opens on 4th May 2022 and closes on 9th May 2022. The price band is set at ₹902/- to ₹949/- per equity share. The policyholders will get a ...
Stocks
Understanding the business model of Shopify
A large part of economic activity happens outside our borders. Unless you count introducing the sachet version of the 14th variant of a dandruff shampoo as ...
General
How much is the US worth, What’s next for Netflix, Investing lessons from Dalal Street & More
. 🔆 Valuation: Quick theoretical exercise to value a country - the USA 🔆 Business: What went down with Netflix and what's ahead? 🔆 Venture ...
Premium Portfolio
The High-Priced Portfolio Update for 2022
What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been interesting. After four years of ...
General
All about BNPL, Irrational People, Buy and Hold Investing & Inflation
. 🔆 Explained: The complete BNPL ecosystem 🔆 Psychology: The value of doing nothing and staying put 🔆 Behavioral Finance: Economics of ...