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278 ArticlesShreesh Biradar

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Q3FY19 Earnings Report: Garware Technical Fibres, Jamna Auto, Manappuram, City Union Bank, DCB Bank

The season of Q3 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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Interim Budget 2019: Rural Economy Sees A Not So Great 75,000 Cr Boost

The interim budget seems to be farmer and middle class centric, rather than a development one. They peg expenditure for FY20 at a total of Rs 27.84 lakh Cr. Of ...
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Linde India Delisting – Value Premium or Greed

Linde India is part of the global Linde Group and is owned by BOC UK.  Linde India is a major player in India for industrial gases with more than 20 ...
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Jet Airways – What It Would Take To Keep Flying

Aviation is one of the few Industries where the odds of success are so low that anyone who ventures would better be well funded and well executed to sustain ...
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Outlier in Focus: A Quick View of IOL Chemicals and Pharmaceuticals

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 IOL ...
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Taking Stock – A Deeper Look at JM Financials

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 ...
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The Year That Was: Banks and RBI

The year 2018 is coming to a close and we at Capitalmind will be trying to cover the most important aspects of it through a series of posts. We start off with ...
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Portfolio: Adding Sixth Tranche of EV Portfolio

We have completed five tranches of buying electric vehicle portfolio. And today we will be buying in Sixth tranche. The EV portfolio is all about companies ...
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Understanding the Kotak-RBI Battle – Letter, Spirit, Rules and A Court Petition

Kotak Bank, known as one of the finest private banks in India, has knocked the doors of the courts against its own regulator, the Reserve Bank of India. We ...
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Bond Baba: Reviewing the Fixed Income Portfolio and Adding Gilt Exposure

Fixed income covers a wide arena of investments but have lower volatility in comparison to equity. Volatility in fixed income instruments is determined by the ...
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