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Month: January 2018

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Portfolio: We Exit Some Positions in the Momentum Portfolio

We are exiting a complete position in one stock by booking 87% profits and partial positions in two stocks which have given returns of 186% and 97% in less ...
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The Economic Survey in Charts: Higher GST Registrations, Falling Home Price Growth, Tax Litigations

Here’s some of our thoughts from the Economic Survey, which we tweeted out. The GST Thing: The Small Guys are not claiming lower taxes GST has a ...
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Premium: A Look at the Dairy Industry – Part 2

In the first part of this series we examined the Dairy Industry in India, ​and today we will discuss the important financial metrics of the following listed ...
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The Banks That Get 88,000 Cr. as a Bailout. Explained.

On October 25, 2017 the Government announced the Great Indian Bank Recapitalization program. (Read our post on it) The idea was to infuse capital for ailing ...
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Portfolio: We Exit [Stock] From Our Long Term Portfolio

The long term portfolio has seen a good return last year. We don't usually do any sudden moves on any stocks, and analyze them based on results and growth. ...
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Premium: That Complex Tata Steel Rights Issue

There's a rights issue in Tata Steel. If you own shares, you can buy more shares and give the company money; but how does this work? There's some money for ...
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Premium: A Look at the Dairy Industry – Part 1

The ​​​​​​​​​​​​​​Indian Dairy Industry This is a two-part report on the Indian Dairy Industry - from Milk to Cheese. Capitalmind ...
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Premium (Unlocked): The Performance of the Capitalmind Premium Portfolios in 2017

2017 was a good year for the financial markets. Save for a few, almost every stock market registered gains. Our own markets weren’t different with both ...
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The Magic Behind The Profits of Reliance Jio

Reliance Jio is profitable, apparently. Because Reliance Industries has a press release to this effect: From the accountant’s point of view he is right. ...
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Bond Baba: Is Unichem Buyback Worth a Peck?

Unichem - A specialty pharmaceutical company, specialized in niche therapy areas of cardiology, neurology, orthopedics and anti-infective. Unichem has recently ...
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