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278 ArticlesShreesh Biradar

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Yes Bank – Is It Worth An Investment

Yes Bank – The fifth largest private lender in India reported a pre tax loss of Rs 2,340 Crs for Q4FY19. This sent the stock twirling down 30%. Yes bank has ...
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Reliance Capital And Its Credit Woes

Anil Ambani has been lately in all the wrong news.  From the Rafale controversy to his Ericsson settlement, this hasn’t been a good news year for the ...
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Portfolio: Adding A Bank To Multi Cap Portfolio

Public Sector Banks have been a strict no-no for investors since NPAs started to balloon up big time. Now things are changing with PSU banks (at least some) ...
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The Voda-Idea Rights Issue – a 25,000 cr. Offer You Might Still Want To Think About

India’s third largest telecom player has announced a rights issue and it’s huge. Vodafone Idea said in its BSE filing that it is planning to raise ...
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Premium: Hotel Leela Gets Sorted. Does JM Financial Make A Lot Of Money?

We’ve seen financial turmoil in the corporate banking world. It all started with NPA recognition in 2013, which hurt banks because they had to show their ...
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Premium: Embassy REIT – Worth It?

Embassy Office Parks has come up with a Real Estate Investment Trust (REIT). The REIT IPO is first of its kind in India if it goes through successfully. ...
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Portfolio: Taking One Exit and Adding 8 More Stocks to DivYield Portfolio

Dividend Yield portfolio is designed for investors who want consistent cashflows for their investments over a period of longer term. Dividend was one of the ...
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Walk the Talk: Conference Call Insights from the Auto Manufacturers – Q3FY19

As part of our  Walk the Talk series started last quarter, we look at the quarterly results and conference calls of companies in the selected industry and ...
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The Uno Minda and Harita Merger – Is There An Arbitrage Opp?

Harita Seating has recently announced its merger with Minda Industries. The merger comes at a low point for Harita seating in terms of slowing fundamentals. ...
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Outlier In Focus: A Quick View of Varun Beverages Limited

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 Varun ...
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