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Charts & Analysis
Locked Down: Card Spends Crash After April to New Lows
Sometimes it's not obvious how much the lockdowns have hit the economy, so we have to look at some data that's released on a more regular basis. RBI releases ...
Sector Analysis
Why BPCL Was The Best Among the OMC Trio in Q4 Results
India’s three largest oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...
IPO
Go Airlines: IPO for survival?
"Desperate Times Call for Desperate Measures" The struggling Go Airlines – has just filed for an IPO. Devastated by the ongoing pandemic, the airline ...
General
Capitalmind Saturday Coffee – Your weekly catch up of Investing and Finance
This week: A new (but definitely not unknown) stock enters the CM Focused Portfolio, a new IPO on the cards, a simple framework for investors to size their ...
Foundations
Common sense position sizing for investors
Good traders worry all the time about blowing up. So they cap their exposure to any single position. Most active investors have the opposite problem. They tend ...
IPO
Medi Assist IPO: Riding the Health Insurance Wave
Medi Assist, the largest Third Party Administrator (TPA) in the country, has filed a Draft Red Herring Prospectus (DRHP) for an upcoming IPO. The Rakesh ...
Stocks
Reliance: Counting on Jio & Retail to drive growth
Reliance, India's largest company by market cap, has underperformed the index in the last six months. But if you look deeply there's a growth story waiting to ...
General
Capitalmind Saturday Coffee | 15th May 2021 Edition
We’ll start with looking at what moved the markets, check out all that is published by the Capitalmind team throughout the week, bring to you the best ...
Sector Analysis
SBI Cards: Does it have an edge in India’s digital payment ecosystem?
What's with the second largest card issuer in India? SBI Cards listed in 2020. But then Covid hit, and hit hard. You can't travel so you won't hit the card ...
Premium Portfolio
Uncle Theta makes a comeback – Thursday trade
An extension of the popular Wednesday Options trade where we do a detailed walk-through of our inductive data-backed approach to arrive at an improved version ...
