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4402 ArticlesDeepak Shenoy

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The GST Bill Was Not Passed Today. That Will Have To Wait.

The Goods and Services Tax (GST) is being discussed fervently today because the Rajya Sabha passed something. Typically what the Rajya Sabha has been doing in ...
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Booking Profit on [stock], Exit Stratoptions, Enter MA20: Portfolio Updates

We've been doing some changes in the portfolios and here's an update. Momentum: Cutting It Down Further. Long Term: Booking Some Value In . MA20: A New ...
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Infratel Buyback: 100% Acceptance for Retail Means a 9.7% Return in Two Months

On June 14, we wrote that there was a very interesting trade in Bharti Infratel, due to it’s buyback. (The Infratel Buyback Offer Has A Near Certain 10% ...
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Nifty Midcaps Become Madcaps When You Look at Their P/E and Earnings Growth

The Nifty Midcap Index is at a new high. And guess what, it’s P/E ratio is also at a new high. Because that Earnings Growth for the Nifty Midcap index, ...
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Nifty Moves Up For The Fifth Consecutive Month in July at +4.2%: Monthly Returns

The Nifty is now up 5 consecutive months, which is a situation that’s occurred seven times in the past – and each such time, the market has moved ...
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RBI Opens Government Bonds and T-Bills to Retail Investors: Will You Buy?

RBI has opened up the government bond market to retail investors. We at Capital Mind have been waiting for Rajan to do this for years. When Raghuram Rajan ...
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Club Mahindra Cannot Serve 47,000 Customers, But PAT Up 20%: Result Analysis

Club Mahindra’s financial results were out today; the company Mahindra Holidays (which owns the brand) has shown a growth in profit after tax of 20%, to ...
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Yes Bank Grows Profits 33%: Result Analysis

  In the quarter ended June 2016, Yes bank has done very well; it grew profits about 33% from 551 cr. to 732 cr. in a year. Revenues were up over 25% with ...
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Jabomb: Online Fashion Shop Jabong Sold For $70 Million To Flipkart, Which Has To Withhold Tax Too

Online fashion retailer Jabong has been sold for a not-quite-so-whopping $70 million in cash. GFG, the company that owns it, said in a press release that they ...
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Bond Baba: The Sudden 12% Yield That Appeared

Today, something strange happened. Bond Baba noticed that there was a Shriram Transport Finance Bond, very short term, that looked quite attractive. The ...
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