Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

278 ArticlesShreesh Biradar

10 / 28

Portfolio: Replacing 7 Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio ...
capital-mind-premium-featured-image.png

Buybacks Go Sour. But It Gives Us A New Idea For The Long-Term

We now recognize that buybacks are crowded trades and will not pursue them as a strategy or a special opportunity, except where the stock itself looks good ...
capital-mind-premium-featured-image.png

Premium: Bond Baba Whispers – You Can Harvest Losses and Save Some Tax

It's coming close to the end of the financial year, and we have Bond Baba waking up from his long hiatus and telling us what we really want to know: How To ...
Bond-Baba-2-2.png

Outlier in Focus: Venkys – The Hen Which Lays Golden Eggs?

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Venkys, a ...
Outliers-of-the-week-HI.png

Portfolio: Replacing 8 Stocks and Adding Two More in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This Month has ...
capital-mind-premium-featured-image.png

Earnings Report: Q3FY18 Results Strides Shasun, Manappuram, Sun Pharma, Supreme Petrochemical, Tata Investments

Results of stocks in Long Term Portfolio has been discussed in this post. We continue to retain them in the portfolio ...
capital-mind-premium-featured-image.png

Portfolio: Adding Third Tranche Of EV Portfolio

The EV portfolio is a theme based portfolio, which consists stocks which will be benefiting from the changing landscape of EV industry in ...
Ev-POrtfolio.png

Premium: Bond Baba Regrets a Failed Buyback From Overambitious Entry

While the buybacks we've targeted have done well so far, the last one was a failed attempt, and we'll ...
capital-mind-premium-featured-image.png

Earnings Report: Results In Long Term Portfolio

The season of Q3 results has almost come to an end and most of the results are out. Here is a quick compilation of results of stocks that form part of our Long ...
capital-mind-premium-featured-image.png

Macronomics : RBI Forces Base Rates To MCLR, and How This Will Hurt Banks

The recent RBI monetary policy said that banks will need to link their base-rates to MCLR. While this looks simple, it has a large impact on ...
capital-mind-premium-featured-image.png