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Premium: Embassy REIT – Worth It?

Embassy Office Parks has come up with a Real Estate Investment Trust (REIT). The REIT IPO is first of its kind in India if it goes through successfully. ...
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Walk the Talk: Q3FY19 Results and Insights from the Basmati Industry

As part of the walk the talk series, where we look at latest quarterly results and conference call of companies in a particular industry and provide our ...
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Fundas : Understanding Economic and Market Value Added (EVA & MVA)

While looking at earnings growth, one refers to growth in bottomline or net profits. These are also known as accounting profits. While there is no doubt that ...
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Portfolio: Taking One Exit and Adding 8 More Stocks to DivYield Portfolio

Dividend Yield portfolio is designed for investors who want consistent cashflows for their investments over a period of longer term. Dividend was one of the ...
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Walk the Talk: Conference Call Insights from the Auto Manufacturers – Q3FY19

As part of our  Walk the Talk series started last quarter, we look at the quarterly results and conference calls of companies in the selected industry and ...
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Portfolio: Changes to the Capitalmind Momentum Portfolio – March 2019

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Premium: The Rise of Index Funds in India, And How You Can Take Advantage Of It

Index funds only invest in companies that constitute an index. This can be a good thing, because as the value of the index rises, so does the index fund NAV. ...
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Walk the Talk: Conference Call Insights from the Tyre Industry – Q3FY19

As part of our  Walk the Talk series started last quarter, we look at the quarterly results and conference calls of companies in the selected industry and ...
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We Add a Telecom Stock to our Long Term Multicap Portfolio

We tend to see markets overvalue and undervalue companies all the time. The crowd is not wrong other than at extremes. This applies both to the higher extreme ...
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Q3FY19 Earnings Report : Results in the Long Term Multicap Portfolio

APL Apollo came up with Q3 results last week and had a conference call on 18th Feb. Below is the snapshot from the results and notes from the conference call. ...
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