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Foundations
Bond Baba #2: G-Secs, Tax Free Bonds and 54 EC Bonds [Video]
We have started a video series on bonds, where we’ll explain the bond market and its nuances in an ELI5 format. This is the 2nd part of the Bond Baba video ...
Premium
[Premium] The Bonus Stripping Opportunity to Reduce Your Taxes
Have you sold some ESOPs or unlisted company shares at a profit? Do you have any debt funds you want to exit due to their debt holdings but don’t want to ...
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Portfolio: Changes in the Premium Momentum Portfolio – December 2019
In the last post ‘Revisiting Momentum‘, we reiterated the objective and outlined at a high-level, changes to the momentum portfolio methodology. ...
General
Karvy: What Went Wrong and What To Do Next
We’ve recently had a podcast about this (Click here to read) But there’s more to it, and here’s a deeper take on it. The recent Karvy Stock ...
General
Podcast: The Strange Happenings at Karvy (Ep-15)
“When you’ve given your shares to Karvy, it’s just a place holder that holds securities. It should not be funding itself by using your ...
Foundations
Bond Baba #1: An introduction to bonds [Video]
We have started a video series on bonds, where we’ll explain the bond market and its nuances in an ELI5 format. This is the 1st part of the Bond Baba video ...
General
All This In One Day: Hiking PMS Minimums, Selling BPCL, Letting Voda-Idea Breathe…
So many incredible things happened yesterday that it’s taken me a lot of effort just to get things together to write this piece. Here’s the ...
Premium
Revisiting The Momentum Strategy at Capitalmind
“The more things change, the more they stay the same.” – Jean Baptiste Alphonse Karr This brief post is for current followers of the momentum ...
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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio
In continuation to our results post of companies in our multicap portfolio, we take a look at results of two more companies in this post. This time, results ...
General
How To Buy A Mutual Fund (Ep-14)
“Mutual funds Sahi hai doesn’t means equity mutual fund sahi hai… In the last 10 years, an SIP in a liquid fund has given exactly as much ...