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

Month: April 2018

1 / 2

Nifty Monthlies: A 6% Return in April Takes Nifty to Positive in 2018

After a couple of lousy months, April’s come to the rescue just as the Nifty closes at +6.2% for the month. This has been a very interesting month, just ...
Charts.png

Premium: The High Priced Stock Portfolio: One Year Returns at 33%, and the 2018 Portfolio

A year ago, we at Capitalmind tested and showcased a concept of Investing – Investing in High Price Stocks. While a back-test had shown merit in investing in ...
capital-mind-premium-featured-image.png

Taking Stock: A Deeper Look at APL Apollo Tubes Ltd

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 ...
premium@2x-min.png

Portfolio (Unlocked): We Exit Supreme Petrochem From the Long Term Portfolio for 3x in Three Years

We are exiting Supreme Petrochem in long term portfolio. The stock has gone to a very high level since we bought it in September 2015 at 110 (Read post here). ...
capital-mind-premium-featured-image.png

Strides and Sequent Scientific Demerger into Solara : What is in it?

When we buy a tablet (drug) , the money we are paying is for the active pharmaceutical ingredients also called API which is the key ingredient in a drug that ...
solara-strides-demerger.png

Guest post: What if you were the unluckiest investor in India?

This is a guest post by Anoop Vijaykumar. Anoop is a SEBI Registered Investment Adviser and writes about equity investing at thecalminvestor.com. Follow him ...
Luck.png

Abeyaar #2: Book Value

In today’s Abeyaar, we’ll try and look at a phrase knowledgeable people keep talking about: Book Value. Amar: Oye, what is Book Value? Akbar: ...
Abeyaar-Proper.png

Banks Take a Hit, Shareholders Take a Bigger Hit: Electrosteel Steels Edition

In the first big public stock bankruptcy resolution, Electrosteel Steels has been declared bankrupt and has now been sold. Vedanta will now become the new ...
Electrosteel-steels.png

Macronomics: The Silent Interest Rate Hike Happening Today

  India’s been trying to control some crazy moves on bonds. Yields went up to 7.8% recently – the government was paying a lot more to borrow ...
capital-mind-premium-featured-image.png

Premium (Unlocked): Fundas: Cash Flow – The Truth About Profit

The importance of Profits getting converted to Cash What happens when accounting profits are higher or lower than cash profits? How does it impact the company? ...
untitled.png