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SmartCaps: PTL Enterprises, A Low Priced Bet On Artemis Hospitals
Here’s introducing “Smartcaps” – Our crowd-sourced portfolio. First a bunch of thanks to the most awesome group I have known: all of ...

General
On Slack: 2,000-Mile Odyssey, Trouble with Foodpanda, Yuan Devaluation, Yellen Rates and 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 ...
Foundations
India Gets Protectionist: Stop Those Pesky Foreigners Who Make Things Cheaper Than Us
We’re getting into protection zones. The Finance Ministry yesterday announced a 20% “safeguard” duty on steel. This is to protect domestic ...
Stocks
JP Morgan AMC Isolates Amtek Bonds Into A Side Pocket, Will Allow Redemptions of the Rest
JP Morgan, which has been in the news because if refuses to let people exit short term funds (currently has a gate of 1% per day), has now offered a redemption ...
General
On Slack: Amtek Auto Group, NPAs, Bank Holiday without Pay, Fed Rates and 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
WSJ: How Nitin Mangal Was Made To Suffer For Writing That Negative Story on IndiaBulls
The Wall Street Journal has released a detailed report of how Indiabulls apparently intimidated a research analyst, Nitin Mangal, who had been arrested last ...
Charts & Analysis
Inflation Gets Some Base Effect Love With 3.66% – But You're Unlikely To See It This Low Again
Consumer Price Inflation (CPI) for August 2015 is at just 3.66% which is the lowest in this series. A heavy base effect contributes to this low number, as we ...
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