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Month: March 2017

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On Slack: Automating Decisions, Chasing Stocks, Inflation Targeting, Instant Cash-Out, Odd Forecasts, Retail Inflation, The Fed Delivers and more….

Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
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The Inefficient Market Hypothesis: Ballarpur Edition

Efficient Market Hypothesis (EMH) is a theory by Eugene Fama that argued that markets are efficient nearly all the time. So stock selection either based on the ...
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Premium (Unlocked): How to find stocks hitting all-time-highs using Capitalmind SNAP

Dear Readers, I’m sure you’ve all noticed: NIFTY’s been hitting all-time-highs. And so are several stocks (many of whom we own in our model ...
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Charts: Merchandise Trade Revives, Service Exports Disappoint

India’s Exports for Feb 2017 show a deficit of about $8.9 billion, but the low base of Feb 2016 allows us a big increase in annualized terms: Average ...
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Premium: Making Money From The Stupidity of ETF Investors?

Sometimes you see a Rs. 100 note on the ground. And you wonder, is it real? If it was real, wouldn't someone else have picked it up? Or if I bend down to pick ...
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Cadila Healthcare US FDA Inspection of Baddi – Form 483 Revealed

Today we cover the Form 483 issued by the US FDA to Cadila Healthcare’s formulations manufacturing plant at Baddi. On another note, the company is due ...
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Nifty Gaps and future Returns

With BJP trouncing the opposition in Uttar Pradesh, the markets opened with a gap on the opening bell. A gap is simply an open either higher than a previous ...
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On Slack: A Paradox, Calling Bullshit, Early Signs of El Nino, Finance Theory on Fed Hikes, Narrow Range Day, Salad-Making Robots, Shale Oil and more….

Slack is where the daily action happens. We take pride in our diverse and always helpful member community which includes value investors, fund managers, and ...
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Now Free: How Other Funds Handled The Ballarpur Debt Default, and Why You Need To Exit Some Of Them

The Ballarpur Default had one big victim: Taurus Mutual Fund. But Taurus owned just 100 cr. or so of Ballarpur Debt. Was it the only Mutual Fund to have been ...
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Fake News in Stocks: Of Signal, Noise and Bias

In April of 2013, the Associated Press twitter handle was hacked and a tweet went out which claimed that the President was injured in a bomb attack on the ...
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