Capitalmind
Capitalmind

126 ArticlesSaturday Coffee

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[9 Jul 22] Newsletter: Market Overview, Links we like & Our weekly show

Quick glance - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 ...
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[2 Jul 22] Newsletter: Gold as an Investment, Yale Model of Investing, Buying water Businesess & More

. πŸ”† Gold: Is gold still an efficient investment option? πŸ”† Framework:Β Yale model of investing πŸ”† Commodities: Water as an investment πŸ”† Personal ...
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[25 Jun 2022] Newsletter: Funny money, Inside the eye of storm, Understanding inflation & More

. πŸ”† Money Hack: Funny money to protect your lunch money πŸ”† Learnings: Lessons on inflation, from the past πŸ”† Fundamentals: What does it take to ...
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[18 Jun 22] Newsletter: How to process, play and persevere in these bear markets!

. πŸ”† Lessons: Stay the course in bear markets πŸ”† Concepts: Two different things - volatility and risks πŸ”† Markets: Analyzing the bear global ...
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[11 Jun 22] Newsletter: Blinded by the past, Chasing perfection, Putting probabilities in perspective & More

. πŸ”† Psychology: Your memory may blind you from the future πŸ”† Frameworks: When does value investing gives value? πŸ”† Psychology: Chasing perfection in ...
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Newsletter: Mutual Funds investing in loss making IPOs, Thinking in odds, Measuring quality & More

🌟 5x5: Five articles summarised in five lines . πŸ”† Insights: MFs investing in tech stocks that tanked. How bad is it? πŸ”† Psychology: Thinking ...
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Value investor Vs Price Investor, What Buffett said about beating Inflation, Mind over markets & More

. πŸ”† Framework: What kind of investor are you? πŸ”† Lessons:Β Things that most successful investors do πŸ”† Psychology:Β A case for mind over markets ...
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Fallacy of Price Anchoring, Should you time the market?, How long will it take to bottom out, and More.

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

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

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