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Month: December 2018

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Outlier in Focus: A Quick View of Apollo Hospitals

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 Apollo ...
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Bond Baba: Reviewing the Fixed Income Portfolio and Adding Gilt Exposure

Fixed income covers a wide arena of investments but have lower volatility in comparison to equity. Volatility in fixed income instruments is determined by the ...
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Walk the Talk: Conference Call Insights from the Tyre Industry

As part of our new series, “Walk the Talk: Industry Insights From Conference calls”. We will be going through the results and conference calls of different ...
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Ashwath Damodaran says Flipkart Is Walmart's Most Expensive Facelift. Why It Might Not Be, and Stories And Numbers at Jamna Auto

Today’s a day for a video by a pretty famous guy, Ashwath Damodaran. It’s a 25 minute video – and worth every minute of it. But, as is usual, ...
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#Linkfest: Lousy Real Estate Fund, Whistleblowers and Shady GDP Adjustments

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. ...
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Portfolio: Replacing 3 Stocks and Adding 8 More in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Charts: Nifty Gets a Good November, But Broad Markets Still Down For The Year

The month of November was kind on the Nifty but not quite as much on the broad market. The Nifty went back to positive territory for the year, with a near 5% ...
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