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% ...
India has reversed from a current account deficit which was becoming more and more manageable, to a point where the deficit has now increased to the highest in ...
The long term portfolio has been doing well and after some recent exits, we feel the need to add more to them. It's a tough time to invest, with the markets at ...
Tata Chemicals is about to get a Rs. 900 cr. bump up in profit. Tata Sons, the big private holding company of the Tatas, now run by TCS ex-CEO N. Chandra, ...
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 ...
This is a note about a change in the Long Term portfolio, by moving a stock from "Hold" to "Buy". We do change our recommendations when we have more data, and ...
The Interactive Big Whales Report! A Big Whale is a large investor. We get data of investors who own a large stake (greater than 1%) in listed companies. We ...
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 ...
