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Deepak's Memos
Wealth Letter July 2021: Following the Disruption
India has a strange set of rules for movies. When someone is smoking on the screen, the movie must show a line that says smoking is injurious to health. ...
IPO
Devyani International: Pizza & Burger On One Plate
The IPO frenzy shows no signs of abating. Yet, another loss-making company is on its way to list on the Indian bourses. Devyani International Ltd. – the ...
Premium Portfolio
Good things come in small packages in a frothy July
July 2021 Monthly Update for the Capitalmind Momentum Portfolio. A good month for the portfolio, up ~9% compared to 0.3% for the NIFTY and 1.4% for the CNX500. ...
General
China stalls, Rolex rolls and a special offer for you!
China is beating down some of its tech firms that seem to have become too big for their convenience. It may seem outrageous but this madness has a method to ...
Opinion
China cracks down on tech companies. Will India benefit?
China just cracked down heavily on its homegrown technology companies. It started with the Ant Financial IPO in November 2020; one of China's biggest tech ...
IPO
Rolex Rings: From default to IPO
Rolex Rings Ltd. will be the first company to come out with an initial public offering that earlier had entered corporate debt restructuring. The IPO is being ...
IPO
Glenmark Life Sciences IPO – Should you invest?
The rush to IPO continues. This time for a subsidiary of a Pharma major - Glenmark Pharma. The company had spun off its API business in 2019 & understandably ...
Stocks
Easy Trip Planners: Could be an expensive trip
While the pandemic has hit the travel and tourism sector the most, this New-Delhi based travel-tech company – Easy Trip Planners Ltd. has reported multifold ...
Personal Finance
ICICIDirect vs. Zerodha. Which is better?
A comprehensive review comparing zerodha and icicidirect. Which is ...
General
An IPO bigger than Zomato.. Is it better too?
Zomato has delivered delicious returns, and that too, two days earlier than expected. Another unicorn, Paytm, seems to be getting into the grove to play the ...