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Deepak's Memos
Wealth Letter April 2021: Sleeping and Staying Awake
I was going through some really old papers, all the way back to 1977, in an effort to finally clear out a box of papers that we had kept since my father passed ...
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Premium: The High-Priced Portfolio Update for 2021
What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been quite interest. Lower drawdowns ...
Stocks
Jubilant Ingrevia : Aligning Verticals, Consolidating Growth
Creating value through demergers is a double edge sword. Few succeed & many fail. It gives the option to investors to choose which businesses to invest in. ...
Stocks
Adani Group Companies Explained: Adani Gas
A simple explainer on the business of Adani Total Gas. The value of Adani Group stocks has jumped 5x in the last one year. When the entire country was ...
General
Capitalmind Saturday Coffee | 24th April 2021 edition
A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ...
Stocks
VST Tillers Tractors: The House View
What's the story with VST Tillers Tractors? This little The performance of the Indian tractor industry has been exceptional in FY21. Sales of domestic tractors ...
Stocks
Adani Group Companies Explained: Adani Ports
A simple explainer on Adani Ports and its business. This is the second in a series of simple explainers on the businesses of the Adani Group. The value of ...
Stocks
Adani Group Companies Explained: Adani Green
This is first in a series of simple explainers on the businesses of the Adani Group. The value of Adani Group companies has jumped 5x in the last one year. ...
Sector Analysis
Electric Vehicles in India: An evolving investment theme
Did you know Electric Vehicle Sales worldwide make up under 3% of total Auto Sales currently but this number is expected to be 25-30% over the next few years? ...
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Chase strategy update | Moving from Futures to Options for the active component
No one likes Drawdowns. As trite as it may sound, there is no way to create alpha without enduring a bit of pain. But how much pain do we have to endure, ...
