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Portfolio: We Exit Some Positions in the Momentum Portfolio

We are exiting a complete position in one stock by booking 87% profits and partial positions in two stocks which have given returns of 186% and 97% in less ...
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Premium: A Look at the Dairy Industry – Part 2

In the first part of this series we examined the Dairy Industry in India, ​and today we will discuss the important financial metrics of the following listed ...
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Portfolio: We Exit Tata Coffee From Our Long Term Portfolio

The long term portfolio has seen a good return last year. We don't usually do any sudden moves on any stocks, and analyze them based on results and growth. ...
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Premium: That Complex Tata Steel Rights Issue

There's a rights issue in Tata Steel. If you own shares, you can buy more shares and give the company money; but how does this work? There's some money for ...
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Premium: A Look at the Dairy Industry – Part 1

The ​​​​​​​​​​​​​​Indian Dairy Industry This is a two-part report on the Indian Dairy Industry – from Milk to Cheese. ...
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Bond Baba: Is Unichem Buyback Worth a Peck?

Unichem - A specialty pharmaceutical company, specialized in niche therapy areas of cardiology, neurology, orthopedics and anti-infective. Unichem has recently ...
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Premium: The Magic Formula To Find High Quality Stocks

Investors use various ways to select stocks, some of them are –  top down, bottom up approach, relative valuations, advice from brokers, identifying trends, ...
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Portfolio: We Exit One Stock and Add Six 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. As the first Monday of the month was the first day of ...
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Taking Stock: A Deeper Look Into GAIL

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 PSU ...
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Premium: Wipro and Infy Buyback Trades Give Us 15% Each Within 6 Months

We now officially close the Wipro and Infy buyback arbitrages with a 15% return in each one eventually. A decent return for a relatively low risk trade after a ...
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