________________________________________________________________________ It’s unfashionable to talk about things like valuations now. The latest Howard ...
________________________________________________________________________ We exit Mahindra & Mahindra from our Long Term Portfolio. Having enterd the ...
The buyback strategy has been awesome so far. Started in July 2016, we saw the strategy have total gains of 36% in one year (read post). And then, we saw the ...
We've had an NPA bulge, demonetization, GST, Loan Waivers, Bankruptcy Law, Lower bond yields etc. This impacts the financial sector a lot. And here are some ...
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 ...
Uncle Theta loves to experiment. He’s had great success with TCS in the past, and with Infy too. This time, the results were together. So Uncle Theta ...
There was this big hullaboo on Saturday. The chatter was that there was a press conference that would announce a mega merger of two large financial players ...
We are adding a plastic firm in Long Term Portfolio. The firm has increased its operating margins, expanded its capacities and have other macro economic ...
