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 is the ...
We are bringing in a new series, “Walk the Talk: Industry Insights From Conference calls”. We will be going through the results and conference calls of ...
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 ...
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 is the ...
Housing Finance firms have been at receiving end post the aftermath of ILFS default. While most of us can sit and ponder what exactly happened with them, but ...
Securitization enables a bank or a financial institution to convert an illiquid asset, like a mortgage, into a liquid security (tradeable). In this post, we ...
The long term portfolio has seen a good return last year (see post). We don’t usually do any sudden moves on any stocks, and analyze them based on results ...
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 Paushak ...
Bond markets seems to be in rough times. With the dollar at 72 and beyond, the debt markets have cracked big time. Look at the yield curve now, comfortably ...
We have completed four tranches of buying electric vehicle portfolio. And today we will be buying in fifth tranche. The EV portfolio is all about companies ...
