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120 ArticlesKrishna Appala

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Why we are buying: Capitalmind Focused Factsheet June 2022

After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
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Jubilant Foodworks: A turnaround sequel on the cards?

2017: The CEO had resigned. The stock had fallen 50%. Investors were worried about growth prospects. Historically, the promoters had relied on professional ...
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Is RBL Bank safe?

From the asset quality concerns to the management crisis, RBL Bank had seen it all in the last 6 months. The stock is down (-88%) from its all-time high and ...
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Time for banking stocks to make a comeback?

The era of easy money is behind us. The world is moving from Quantitative Easing to Quantitative Tightening, which we haven’t seen since 2008. All the global ...
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Where will the Nifty bottom out?

Investors are exiting everything. Crypto, Mutual Funds, Stocks, even Gold. The biggest question now in every investor's mind is, where is the bottom? We ...
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CM Focused Factsheet: A strong FY22 and the FY23 roadmap

FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
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Five reasons not to invest in the LIC IPO, but one solid reason why you should

The LIC IPO opens on 4th May 2022 and closes on 9th May 2022. The price band is set at ₹902/- to ₹949/- per equity share. The policyholders will get a ...
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Understanding the business model of Shopify

A large part of economic activity happens outside our borders. Unless you count introducing the sachet version of the 14th variant of a dandruff shampoo as ...
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Eight Fixed Income instruments that beat the best FD rates in India

For decades, Fixed Deposits have been the most preferred instrument for everyone. But, historically this is the worst time to invest in FDs. Their interest ...
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Suven Pharma – Growth in Progress

If a company has two business segments, one with strong financials and the other with inferior numbers - the market will value the entire company on a ...
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