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Independence day gets little more special! 🤗

We’re a bit early, but this newsletter won’t get to say this tomorrow, so here goes – wish you a very Happy Independence day! 🇮🇳 In ...
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E-Currency, Disruption, IPOs and idealess Vodafone!

We start with a post from Deepak Shenoy where he reflects on the month gone by and tries to imagine a future led by disruption. We follow it up with an ...
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China stalls, Rolex rolls and a special offer for you!

China is beating down some of its tech firms that seem to have become too big for their convenience. It may seem outrageous but this madness has a method to ...
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An IPO bigger than Zomato.. Is it better too?

Zomato has delivered delicious returns, and that too, two days earlier than expected. Another unicorn, Paytm, seems to be getting into the grove to play the ...
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Expensive stocks, Zomato IPO and Gambling!

Today’s newsletter references to performance highlights of three of our core model portfolios. It’s fascinating to see that the strategy that ...
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Right now, just ride the trend.. Phir karenge hisaab, ae saaqii..

Each market cycle is different, they say. But when you see IPOs getting bumper subscriptions, new investors rushing to buy stocks and stock prices rising ...
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Meta skills, Economic conundrums and Space travels

Straight from the kitchen of Capitalmind, we have a fantastic spread of articles that cover macroeconomics, investing philosophy, a hot business deal, and an ...
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Rising Crude, Pivoting Reliance – Capitalmind Saturday Coffee!

While the prices of crude oil inch up, the biggest energy company in the country talks about decreasing dependence on crude. What’s more – We ...
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Shaky Economy, Shiny IPOs, and a Standout Stock – Capitalmind Saturday Coffee

These are crazy times in the stock markets – there’s the drama unfolding around Adani group companies, there’s even more drama in bond ...
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Capitalmind Saturday Coffee – Karan-Arjun and Ma.

At Capitalmind we write about the rise in day trading, an upcoming IPO candidate, the latest FT saga, and an update on the momentum portfolio. On slack, we ...
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