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CM Strategy, General
Your own downside protection plan – Capitalmind No Downside Strategy 2024
This strategy works for someone who wants to capture 'almost' all of the upside of Nifty 50 but does not want 'almost' any downside. This 'almost', as you will ...
Stocks
BSE’s remarkable turnaround riding on India’s equity wave
This post goes back to the basics of the different ways stock exchanges and specifically BSE make money. Can BSE sustain its impressive comeback? As the market ...
Opinion
No more evergreening through AIFs, says RBI to NBFCs
RBI has a new rule: NBFCs cannot use AIFs to evergreen loans. Let me explain. This is going to take some time. NBFCs have seen increased regulation over time, ...
Commentary
It isn’t just about yesterday.
Let’s say a man, call him Ajay, has a heart attack while exercising in the gym. He was doing a deadlift with 60 kgs. 25 kgs as weights and 10 on the bar. ...
Stocks
Narayana Health: Pioneering Scalable and Sustainable Healthcare
Narayana Health ranks as the third-largest healthcare service provider in India, with 5821 operational beds. It trails behind Manipal Hospitals, which has 9500 ...
General
[Podcast] How money gets created in India
Ever wondered about the whole money thing – how it's made, where it comes from? Well, in this podcast episode, we're breaking it all down, and without using ...
Premium Portfolio
Not all growth is created equal: The four kinds we look for
When we identify a company with growth potential, we generally apply a mental framework to place it into one of the six categories of growth. This approach ...
Commentary
The enduring myth of Great Companies
The top three most popular management books have sold over 10 million copies worldwide. By studying great companies in depth, they decode what made them great ...
Stocks
Matrimony.com – When Tradition Weds Technology
Within India's multi-billion dollar wedding industry, online matchmaking platforms face a paradox: every successful match comes with a farewell to that ...
CM Strategy
Momentum and Low Vol continue steady – Nov ’23
The 4th 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers earlier this week. This post ...
