At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a PSU ...
The season of Q1 results has almost come to an end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you can ...
The EV portfolio has given a phenomenal run of 32% since it started on 22 Aug 2017 with six stocks. Post that we added three more stocks. It's time to add the ...
At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
Its October and the Q2 results have started coming in. A few private banks have come out with results till now. Though it has been a mixed bag, each one has to ...
The EV Portfolio has run phenomenally with a 37% return at a portfolio level so far. Given that we started it with few stocks on 22 August 2017, a 1.5 month ...
Its one month since we created the EV portfolio. The portfolio is designed for a longer term horizon, around 8-10 years. The EV portfolio has generated 30% ...
The long term portfolio has been doing well and after some recent exits, we feel the need to add more to them. It's a tough time to invest, with the markets at ...
This is a note about a change in the Long Term portfolio, by moving a stock from "Hold" to "Buy". We do change our recommendations when we have more data, and ...
