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The Fear of Losing Margins: Balkrishna’s Fall on Capex Plans

Balkrishna Industries is down over 15% in a few days on the back of an announcement that it will spend more money on ...
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Portfolio: Replacing 3 Stocks and Adding 3 More In Momentum Monthly Rejig

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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Portfolio: Adding Fifth Tranche of EV Portfolio

We have completed four tranches of buying electric vehicle portfolio. And today we will be buying in fifth tranche. The EV portfolio is all about companies ...
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Bond Baba: A Bank Bond That Gives 9.8%, Better Than Its Own Deposits, or Bond Funds?

In Bond Baba today we ask you one question: Do you like FDs? Okay, maybe you like FDs. Fixed Deposits. When you put your money with a bank and it comes back ...
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Q1FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q1 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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Fundas: Understanding the PE Ratio, and a Model To Make Sense Of It

As part of our funda series in this post we cover the Price to Earnings Ratio, we explain the P/E ratio and model to make sense of the ...
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Taking Stock: A Deeper Look at Snowman Logistics

At Capitalmind, we often write posts on specific companies that we think are interesting and might make a good investment. In this post, we discuss a company ...
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Premium: A Set of Stocks That Are Likely To Benefit From A Growing Rural Economy

Monsoon has been the contributing factor for rural economy. This year has been a big boost for rural households. Starting from MSP hike to loan waivers, ...
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Portfolio: Replacing 7 Stocks and Adding One More in Momentum Monthly Rejig

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 (Unlocked): Analyzing the Returns of the Momentum Portfolio at Capitalmind

We have some interesting insights from two strategies that focused purely on Price Momentum in the last year or so. With 25%+ returns, here’s a look at ...
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