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Q4FY20 Earnings Report: APL Apollo
In this post we look at the results of a pipe company in our portfolio. The company is moving towards lightning its balance sheet and has made moves in the ...
Fixed Income
Vodafone Pays Franklin and We Record a Good Trade
We get a low-risk 5% return from a strategy that bought and held the Franklin UST Bond Fund for a week. The gratification was delayed, however, till Vodafone ...
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Reliance Jio’s Tariff Hikes Hit Subscriber Resistance
The youngest telecom operator in India – Reliance Jio – reported revenue growth of 6.2% in the March 2020 ended quarter. The company’s average revenue ...
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Momentum Portfolio Mid-Year Performance : Not bad, Can do better
For the first six months of 2020, the Capitalmind Momentum Portfolio has returned +7.7% compared to -14% for the NIFTY. The worst drawdown during this time was ...
General
Podcast #29: Discussing credit scores, trust, valuing your time and habits of the wealthy with Kunal Shah
"How will we become wealthy if we hate everyone who becomes wealthy?". "All the entrepreneurs who are somewhat successful are because of their thick ...
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Q4FY20 Earnings Report: Alkyl Amines
This company in our portfolio is from the chemical industry. It is run by technocrats and has a well diversified portfolio. It has 100+ product portfolio and ...
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Oil Marketing Companies: What Pushed Them Down Will Pull Them Up Too
India’s largest three oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...
Mutual Funds
HSBC Focused Equity Fund: Should you invest?
HSBC has launched an NFO (New Fund Offering) for a Multi-Cap Equity Mutual Fund. The NFO is open from 1st to 15th July 2020. We took a look to see if it makes ...
General
[Media] On HT Mint Video: Riding out the economic downturn with mutual funds
A lot has been brewing in the debt mutual fund space for the last couple of years. In this HT Mint virtual panel discussion series; Deepak discusses with ...
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Rough Framing a Trend Following Strategy | Moving Averages & Metrics
“It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit ...
