In our earlier posts we had written about how companies manipulate revenues and expenses to boost earnings, we had also spoken about how cash flows – ...
In this post we look at the Q1FY20 results and share notes from conference call of a company that we have recommended in our long term multicap portfolio. ...
Sell offs end when there is a phase of time based sideways movement. July was a horrible month for the portfolio but August turned out to be way better with ...
This is Part 5 of our bond series. The first four are An Introduction to Bonds The Interest Rate Future Preference Shares As A Hybrid Instrument Sovereign Gold ...
The Multicap Portfolio has been up and running since Nov 2014. We have churned the portfolio on an individual basis. Some stocks have been based on certain ...
The Capitalmind Large Cap portfolio has been in horrible shape in the last one year. There are no excuses for it, we’ve had lousy performance in that ...
Before the month of July started, there was this Whatsapp forward that was doing the rounds showing how the high of July was significantly high compared to low ...
This is part 4 of our series on quantitative strategy building Part 1: Basic Concepts Part 2: Data is the new Oil. Part 3: Data, Software and Code So, in our ...
This is Part 4 of our bond series. The first three are An Introduction to Bonds The Interest Rate Future Preference Shares As A Hybrid Instrument For long Gold ...
This is part 3 of our Bond Series. The first two are: An introduction to bonds The Interest rate future Preference shares for long acted as a bridge between ...