Capitalmind
Capitalmind

4402 ArticlesDeepak Shenoy

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My Long Term Picks

I know I’ve said this is a short to medium term blog, but given the requirement that some of us need to invest for the long term, I have some stocks that ...

Option action shifts: Market likely to move fast

Nifty Put options, which were the most heavily traded till the 10th of this month, have slipped; the most action now seems to be in the 4500 and 4600 calls, ...

Oil hits $80 per barrel, and please buy Reliance Industries

Whoa. Oil prices are going to haunt us again. At $80 a barrel today this is one of the highest prices the world has seen. It’s going to hit two things: ...

BULL! – a book I'm reading now

Maggie Mahar talks about the last big bull run in the US and how it dramatically ended. It’s interesting because I like to see where we are – are ...

A Very Interesting Video

An interview with Sushil Kedia of K&A securities triggered a few bells and alarms for me. He said that the trading range of the Nifty within the next ...

Sensex overvalued? A Walk Down History Lane

Morgan Stanley thinks the Sensex is about 11% above fair value. (Tip:toughiee). The fair value, they say, is 13,651, a value about 11% lower than than the ...

Riding The Wave

The wave has just begun. The market is up nearly 6 days in a row and at this time, both the Nifty and the Sensex are reaching their highs. I think ...

A story about trading options

Nifty closed at 4412 today. I’d mentioned to a friend on Monday, when the market was around 4300 or so, that the options data seemed to suggest that the ...

Firstsource acquires MedAssist

Firstsource has acquired MedAssist for $330 million. Few salient points: MedAssist makes about $100 million in revenue 22-24% EBIDTA margins, so EBIDTA is $24 ...

News and views (28 Aug 2007)

U.S. housing data isn’t encouraging The US markets are down on bad housing data. With house sales reducing every month (y-o-y) for the last five months, ...