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Taking Stock: A Deeper Look Into Meghmani Organics

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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Mad Momentum: Using Outliers To Build an Experimental Portfolio for 22% in 2 months

We started something strange recently. You know the Outliers? We like the outliers. We find them fascinating, even if we wrote the algorithms to generate ...
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Uncle Theta With The New Stratoptions: Capitalmind's Tool for Awesome Option Trades

Stratoptions is what we at Capitalmind call the options trading strategy. The idea is to win by working with volatility, regardless of the direction of the ...
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Q2FY18 Results: Private Banks Show Resilience Towards NPA, Show Credit Growth; LVB Goes For a Toss

Its October and the Q2 results have started coming in. A few private banks have come out with results till now. Though it has been a mixed bag, each one has to ...
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Portfolio: EV Portfolio Up By 37%, Adding More Stocks

The EV Portfolio has run phenomenally with a 37% return at a portfolio level so far. Given that we started it with few stocks on 22 August 2017, a 1.5 month ...
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Premium: The IEX IPO Throws Light on Holding Company Discounts

The Indian Energy Exchange (IEX) has an ongoing IPO. The price is Rs. 1650 per share. The company is one of two electronic power exchanges, where electricity ...
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Premium: How Attractive Are Those Government Gold Bonds?

We had a question on Slack by Udbhav:  Can we design Tax-free income by investing in Gold Bond. At the time of buyback, Gain is tax-free. One can opt for ...
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Portfolio: Momentum Monthly Changes Replaces Four Stocks, and a Performance Update

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
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Bond Baba: Now, A Preference Share That Behaves Like A Bond

It’s been a while since we’ve spoken of bonds, and today we’ll explore stuff that “looks” like a bond but is slightly different. ...
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Portfolio: One Month Later The EV Portfolio Gives Us 30%

Its one month since we created the EV portfolio. The portfolio is designed for a longer term horizon, around 8-10 years. The EV portfolio has generated 30% ...
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