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1275 ArticlesStocks

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A Boundary & a Dot Ball – Q3FY21 Earnings update

Two companies from our LT Multi cap portfolio had come up with their results. While the first went for a boundary, the second played with soft ...
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A Chemical Company delivers stellar returns: Is there steam left?

The nifty mid and small cap index have doubled since its lows in March. Some companies in this space have done exceedingly well and have beaten the indices by ...
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A Dire Warning To DHFL Shareholders In The Resolution Process

If you own DHFL shares, which have run up recently*, and have hopes that the “Resolution plan” for the company will result in massive gains, we ...
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IndiaMart & Affle: Riding The Internet Wave

Words like “online B2B marketplace provider” and “mobile marketing company” might not attract your attention, but “five-fold increase in 18 months” ...
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The Walking Dead – Zombie Stocks That Still Trade

Remember George Costanza’s quote from Seinfeld – It’s a show about Nothing. In today’s post let’s talk about the same topic – Nothing. Companies ...
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AR Nuggets: Will the Petrol be Khatam?

​​​​​​​​​​​​​​​​​​​​​Maruti is India's leading car manufacturer with a domestic market share of 51%. India's PV ...
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ICICI Pru Life Insurance – Demystifying the life insurance sector

Understanding the Insurance business has been an Achilles heel for many investors. The reasons can be many. We can't analyse them using our traditional ...
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Varroc Engineering: Not Quite Rocking

The listing of Varroc Engineering managed to benefit only the Tata Group. The IPO investors have lost more than three-fifths of their investments. Even the ...
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An “Experimental” Exit: IDFC Does What We Expected It To Do After an RBI Suggestion

A committee of the RBI has suggested that a bunch of changes be done to the Bank Licensing norms, which are very interesting in how they impact current banks ...
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A Special Situation Opportunity Only For Those That Don’t Pay Tax

In Capitalmind Premium, we run a bunch of "experimentals". These are ideas that may not apply to everyone equally, or may have a very short term focus, or have ...
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