Deepak Shenoy » Capitalmind - Better Investing

Airtel Has Lowest Indian ARPU in 8 Quarters, and Boosts Consolidated Profits Only By Exceptional Item

Bharti Airtel announced results today and it seems like things are quite tough for the telco. While this sounds good (at least they are making a profit!) there ...

Deepak Shenoy

Oct 26, 2015

Indians Begin To Maintain Their Relatives Abroad And Study Outside Suddenly in July, More Likely US Tax Avoidance

The US has tightened up its tax collections through the FATCA process. And India’s a signatory. Which means people who have bank accounts in India but ...

Deepak Shenoy

Oct 26, 2015

Optionalysis: The 30th of October Will Dramatically Crimp Options Trading, Or Will It?

With F&O contract sizes massively jumping from October 30th onward, we shed some light on what this could mean for the derivative markets. This post is for ...

Deepak Shenoy

Oct 23, 2015

Suckered: We Did Not Audit This, Say Auditors of C Mahendra Exports

Last Year I wrote about “Chipkaofication” and a stock called C Mahendra Exports had seen its stock go from the Rs. 60 levels to Rs. 240, when it ...

Deepak Shenoy

Oct 21, 2015

Optionalysis: MA20 Beats Us Up And Teases With Another Potential Setup

The MA20 is our proprietary indicator about market breadth. The MA20 is calculated by taking the number of Nifty stocks above their 20 Day Moving Averages, ...

Deepak Shenoy

Oct 21, 2015

Counter Arguments On Uber Economics: What About The Cost of Owning a Car, And Other Deeply Insightful Questions

In my last post on Uber, I spoke of Economics and we’ve had some extremely good arguments countering some of the economics. I’m always malleable, ...

Deepak Shenoy

Oct 20, 2015

Macronomics: The Real Reason For The Recent Rise In The Rupee, And Why It Might Hit A Wall Here

...

Deepak Shenoy

Oct 20, 2015

The Economics of Using Uber in India, For Drivers, Passengers and the Company

I’ve been taking a lot of Ubers and Olas to work. More Uber than Ola , and I get phenomenal conversations because I can speak in Kannada, which is ...

Deepak Shenoy

Oct 19, 2015

Charts: Imports and Exports Both Fall 25% in September 2015

The Trade Deficit for September came in at the lowest in five months even though exports and imports were flat. Last September was awesome for India with very ...

Deepak Shenoy

Oct 16, 2015

Coffee Day: Interesting IPO, Small Quantity To Attempt Allocation, Consider After Listing

A quick note on the Cafe Coffee day IPO: Ends today Rs. 316 to 328 Multiples of 45 shares 1100 cr. in size This is me being VERY VERY Late. I know. ...

Deepak Shenoy

Oct 16, 2015

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Airtel Has Lowest Indian ARPU in 8 Quarters, and Boosts Consolidated Profits Only By Exceptional Item

Bharti Airtel announced results today and it seems like things are quite tough for the telco. While this sounds good (at least they are making a profit!) there ...

Indians Begin To Maintain Their Relatives Abroad And Study Outside Suddenly in July, More Likely US Tax Avoidance

The US has tightened up its tax collections through the FATCA process. And India’s a signatory. Which means people who have bank accounts in India but ...

Optionalysis: The 30th of October Will Dramatically Crimp Options Trading, Or Will It?

With F&O contract sizes massively jumping from October 30th onward, we shed some light on what this could mean for the derivative markets. This post is for ...

Suckered: We Did Not Audit This, Say Auditors of C Mahendra Exports

Last Year I wrote about “Chipkaofication” and a stock called C Mahendra Exports had seen its stock go from the Rs. 60 levels to Rs. 240, when it ...

Optionalysis: MA20 Beats Us Up And Teases With Another Potential Setup

The MA20 is our proprietary indicator about market breadth. The MA20 is calculated by taking the number of Nifty stocks above their 20 Day Moving Averages, ...

Counter Arguments On Uber Economics: What About The Cost of Owning a Car, And Other Deeply Insightful Questions

In my last post on Uber, I spoke of Economics and we’ve had some extremely good arguments countering some of the economics. I’m always malleable, ...

Macronomics: The Real Reason For The Recent Rise In The Rupee, And Why It Might Hit A Wall Here

...

The Economics of Using Uber in India, For Drivers, Passengers and the Company

I’ve been taking a lot of Ubers and Olas to work. More Uber than Ola , and I get phenomenal conversations because I can speak in Kannada, which is ...

Charts: Imports and Exports Both Fall 25% in September 2015

The Trade Deficit for September came in at the lowest in five months even though exports and imports were flat. Last September was awesome for India with very ...

Coffee Day: Interesting IPO, Small Quantity To Attempt Allocation, Consider After Listing

A quick note on the Cafe Coffee day IPO: Ends today Rs. 316 to 328 Multiples of 45 shares 1100 cr. in size This is me being VERY VERY Late. I know. ...