Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

1092 ArticlesPremium

8 / 110

Understanding the business model of Shopify

A large part of economic activity happens outside our borders. Unless you count introducing the sachet version of the 14th variant of a dandruff shampoo as ...
Shopify-scaled.jpg

The High-Priced Portfolio Update for 2022

What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been interesting. After four years of ...
High-Price-scaled.jpg

Government bonds versus immediate annuities: Which is the better pension investment?

How do you get a guaranteed income or pension after you retire for the rest of your life that’s guaranteed? A simple answer used to be: buy a long-term ...
Government-Bonds-Immediate-Annuities-Pension.jpg

A strange Rate Hike and a messy inflation print present a weak macro for India

Did RBI increase rates? What did RBI say that spooked the bond market? What's inflation looking like? We take a look at the macro, with charts and data that ...
macroeconomics-india-rate-hikes.jpg

Sheela Foam: The business of comfort

This is a guest post by Divyansh Agnani and goes deep into the business of the only listed player in the Indian mattress industry: Sheela Foam (NSE: SFL, BSE: ...
Sheel-Foam-Company-Analysis.jpg

Indiabulls Housing Finance NCD review: Are the coupon rates attractive enough?

Tired of the dismal returns from fixed deposits and other debt instruments over the past couple of years? The non-convertible debentures (NCDs) issue of ...
ibhf-dp1.jpg

Suven Pharma – Growth in Progress

If a company has two business segments, one with strong financials and the other with inferior numbers - the market will value the entire company on a ...
vecteezy_pharmacological-and-heath-care-drugs-development-business_5424693.jpg

Tax Planning: A quick single before the financial year ends

A quick way to reduce your tax bill by at least ₹10,000 if you haven't realised long-term capital gains in equities and mutual funds in ...
taxation-img-scaled-1.jpeg

The Escorts-Kubota Deal throws up an opportunity

The Nanda family has owned Escorts, a famous tractor manufacturer, for decades. Why are they handing the company over to the Japanese Kubota, without even ...
IGiO1o5w-scaled.jpeg

Experimental: KPR Mills Buyback Opportunity

It's the fourth buyback in five years for a yarn manufacturer in Coimbatore: KPR Mills. What opportunities does this provide? This post will look at this ...
KPR-mills1.jpg