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Month: September 2017

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Grasim-AB Capital Demerger: How to Calculate Your Purchase Price

Grasim Industries recently demerged Aditya Birla Capital Ltd by way of allotment of shares to existing shareholders. In April 2016, Aditya Birla Nuovo got ...

Premium: A Benevolent Tata Sons Gives a Big Profit Jump & Debt Reduction to Tata Chem & Tata Global

Tata Chemicals is about to get a Rs. 900 cr. bump up in profit. Tata Sons, the big private holding company of the Tatas, now run by TCS ex-CEO N. Chandra, ...

Charts: Cash Remains King, But Indian Payments Surge through NEFT, IMPS and Mobile Banking

Today in charts we track the status of cash and payments in the economy. After reducing the cash in the system to nearly half through demonetization, the RBI ...

Taking Stock: A Deeper Look at Vinati Organics

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 ...

Outlier in Focus: Gabriel India Absorbs Those Shocks

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Gabriel ...

Premium: [Stock] Growth Propelled By New Plants

This is a note about a change in the Long Term portfolio, by moving a stock from "Hold" to "Buy". We do change our recommendations when we have more data, and ...

Premium (Unlocked) – Long Term Portfolio Analysis – A Deeper Look at a 27.5% Annualized Return

Our longest running strategy at Capitalmind has been our Long Term Portfolio. While it started in a small way with just 4 stocks in November 2014, we have ...

The Tale of Two Stocks That Went Up 10x Because of a Good Story

In a discussion on Capitalmind Premium Slack, we started speaking about investing on stocks based on stories. Sometimes you hear a story – that something ...

Macronomics: Why Did RBI Print Rs. 83,000 cr. To Buy Dollars?

Today in Macronomics we consider an interesting point: RBI’s actions on the rupee-dollar, after demonetization. They’ve been buying dollars. A lot ...

Premium: The Interactive Big Whales Report – Portfolios of Top Investors for Q1-2018!

The Interactive Big Whales Report! A Big Whale is a large investor. We get data of investors who own a large stake (greater than 1%) in listed companies. We ...