Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

1091 ArticlesPremium

20 / 110

TCS: Deep Inside its Buyback is a Tax-Efficient Dividend

You have to love buybacks. A company buys back its own shares, and you’re thinking: Wow, they also like their share price! You are being naive, brother. ...
Featured-Image-4.jpg

An Opportunity in the Boring Old IDFC

When stocks keep going up 5% a day, it’s very boring to think of a stock that might give you like more than 20% in 6 months. Which is why we’ll ...
Featured-Image-7.jpg

Taking Stock: How a 73 Year Old Chemical Company Works

Atul is one of India's leading chemical company. It has a product portfolio of 900 products and 400 formulations. Atul's products are used across 30 industries ...
Featured-Image-2.jpg

LT Multicap Monthly Fact Sheet: Sep 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
Multicap_FeaturedImage.jpg

Momentum Monthly Fact Sheet: Sep 2020

Starting this month, we plan to publish monthly fact sheets of the three key equity-related Capitalmind strategies; Long Term Multicap, Momentum, and Chase. ...
Momentum_FeaturedImage.jpg

Reliance Industries Bites Its Own Bullet

India’s most valued company – Reliance Industries Ltd. – has managed to attract investors to buy a stake in its telecom, retail and tower assets, but ...
Featured-Image.jpg

India’s Jinxed Education Stocks

According to a recent report by Morgan Stanley, of the total funds invested by private equity players, 60% was in the education sector. Companies like ...
Featured-Image-5.jpg

Laying the Dividend Yield Portfolio To Rest

We’ve decided to let one of our portfolios go. This is the Dividend Yield portfolio, which we did mention earlier that we would shutter soon. ...
Featured-Image-5-1.jpg

How Badly Has Indian Consumption Fallen? A Few Charts Show The Picture

You’re going to find this ugly. It’s now about 6 months since the first lockdown, and in that “semi” anniversary we see what the Covid ...
Featured-Image-3-1.jpg

Unfolding the GMM-Pfaudler deal

On 20th of August 2020, GMM Pfaudler in its press release said that it will acquire 54% stake in its parent Pfaudler International from the PE firm Deutsche ...
Featured-Image-1-1.jpg