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Bond Baba Is Looking At Stocks, But Why? (Bonus Stripping)

Bond Baba notes that if you own HPCL shares on September 13, 2016 you will get 2 shares for every share you own as a "bonus". Why should Bond Baba care? It's ...
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Uncle Theta Explores a Rich Nephew Strategy with Warrants

Uncle Theta goes big. Some of you in Capitalmind Premium will remember the incredible deal in October 2015, when HDFC did an institutional placement of bonds. ...
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Long-Term Portfolio: Backing Another Plantation Stock This Time

We've just decided to buy into . We already have a plantation stock and is the second one, because prices of plantation crops like Tea and Coffee are ...
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The Premium Portfolios Are Up More Than 30% : Performance Analysis

Markets are a business where many people, even long-term investors, shout from the rooftops when a stock is up 2%. We do it every once in a while, but we ...
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Macronomics – India's Intolerant Earnings Growth

All this thing about how earnings should grow is so last decade. Right now, the idea is that India is not correlated to the European crisis, to the Japanese ...
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Uncle Theta Presents – Margin Efficient Directional Spreads

Thinking about trading multi-leg spreads can be quite daunting to those starting out with limited capital. For example, a one lot short straddle requires close ...
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Uncle Theta: A short calendar on Bank Nifty

I have to admit. The past few weeks have been a trying time. With IVs low all across the board, there's nothing much to do. I was bored and desperate. So late ...
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Portfolio: Adding Two More Stocks

Two more stocks make it to the Premium portfolio. First, Tube Investments gets its way in, with a 50% position. This Murugappa group company makes auto ...
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Bond Baba: The Zero Coupon Bond Play For A Smart Tax Adjusted Return

Bond Baba has another interesting bond in play. This time it’s a , that has about four years left to go. The deal is this: The bond is a Shriram ...
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Premium: This Broad Market Is Giving Us The Biggest Warning Signal Since 2008

There’s something in the market that’s telling us a story – and that particular story has been seen only once earlier. Of Extremely High ...
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