Capitalmind
Capitalmind

164 ArticlesCM Team

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[13 Aug 22] Newsletter: Independence day offer, Market overview & 5 good reads!

๐Ÿ”† Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week ๐Ÿ”† Links we like: 5 good reads on markets & money ๐Ÿ”† Independence Day ...
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[6 Aug 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. โšก Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week โšก Links we like: 5 good reads on markets & money โšก Capitalmind Show: ...
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Podcast: Why the crypto crash impacts you?

Cryptocurrencies were all the rage in the past few years on account of rising asset prices and volatility. Now, they are going through a bear market that has ...
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Will funds squeeze hurt Vi’s 5G prospects?

With the 5G spectrum auctions round the corner, Reliance Jio and Bharti Airtel look set to make strong bids. Can Vi mount a worthy challenge or will it end up ...
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Radico Khaitan – Spirited to Shine?

Radico Khaitanย makes and sells alcoholic beverages in India. Formerly known as Rampur Distillery, the company used to be a spirits supplier and bottler for ...
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Newsletter: Mutual Funds investing in loss making IPOs, Thinking in odds, Measuring quality & More

๐ŸŒŸ 5x5: Five articles summarised in five lines . ๐Ÿ”† Insights: MFs investing in tech stocks that tanked. How bad is it? ๐Ÿ”† Psychology: Thinking ...
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Nithin Kamath on Fintechs, Fallacy of Recency, Buffett buys ‘dirty’ energy & More

. ๐Ÿ”† Business:ย Realistic insights on India's fintech space by Nithin Kamath ๐Ÿ”† Psychology: Fallacy of recency bias and rare events ๐Ÿ”† Inflation: ...
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Fallacy of Price Anchoring, Should you time the market?, How long will it take to bottom out, and More.

. ๐Ÿ”† Psychology:ย The fallacy of price anchoring after a bull run ๐Ÿ”† Number Talk:ย The history of market bottoms and rebounds ๐Ÿ”† Concepts:ย The ...
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Berkshire annual meet 2022, Framework to pick winners, Finding alpha & More

. ๐Ÿ”… Investing: Lessons from Berkshire Hathaway annual meeting 2022 ๐Ÿ”… Actionable:ย Framework to filter out winners & position sizing ๐Ÿ”… ...
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How much is the US worth, What’s next for Netflix, Investing lessons from Dalal Street & More

. ๐Ÿ”† Valuation: Quick theoretical exercise to value a country - the USA ๐Ÿ”† Business: What went down with Netflix and what's ahead? ๐Ÿ”† Venture ...
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