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General
Expensive stocks, Zomato IPO and Gambling!
Today’s newsletter references to performance highlights of three of our core model portfolios. It’s fascinating to see that the strategy that ...

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June – A month of slapshots for CM Focused & CM Passive
Slapshot: An ice hockey term for a shot where the player winds up with their hockey stick up to shoulder level or higher and launches the puck with violent ...

IPO
Zomato IPO: Should You Place An Order To Buy Shares?
Finally, one of the most awaited initial public offerings of 2021 is here – Zomato Ltd. The IPO starts on July 14 for three days. Given, the boom in food ...

General
Right now, just ride the trend.. Phir karenge hisaab, ae saaqii..
Each market cycle is different, they say. But when you see IPOs getting bumper subscriptions, new investors rushing to buy stocks and stock prices rising ...

Foundations
Five perils of momentum investing you cannot ignore
Momentum investing has become the rage these days. Not surprising given the purple patch momentum strategies have been going through over the last 18 ...

IPO
GR Infraprojects: Should You Invest?
Third Time’s A Charm Nearly after three years, a road and highway construction company – GR Infraprojects Ltd. – initial public offering will be ...

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Capitalmind Chase: June, green shoots, a greek legend and some trade execution tips
We had a green month after a three month long penance, we saw a trend emerge on the indices, on the upside however we are yet to scale mount 16k. The small and ...

Sector Analysis
Indian Telecom Sector: Duopoly Or Hefty Tariff Hikes?
Bharti Airtel Ltd. – India’s second-largest mobile operator has significantly consolidated its position in financial year 2021. The Sunil Bharti Mittal and ...

General
Meta skills, Economic conundrums and Space travels
Straight from the kitchen of Capitalmind, we have a fantastic spread of articles that cover macroeconomics, investing philosophy, a hot business deal, and an ...

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A rollercoaster June, a late surge and a reminder
We, turns out presciently, had the Mike Tyson 'Goodnight' gif in the May 2021 Momentum note about how markets surprise when you least expect them to. Surprise ...
