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Month: May 2019

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Fundas : Intangible Assets

This time we have a new "funda" for you: Intangibles. This is a cool sounding term ("How intangible!") but it's often confusing, and sometimes it hides things ...
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#Linkfest – DHFL Mutual Fund Mergers, Sale of Reliance Capital’s Family Jewels, New Liquidity Norms for NBFCs, UK PM Theresa May Resigns

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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DSP Quant Fund NFO – Is it Worth Investing?

Factor Investing – a word that is not heard as much in the world of investing even though we all speak of factors when we talk about buying stocks based on ...
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Election 2019 is Done: BJP Gets A Majority, And The Things It Must Do Now

It’s been a wild election and there will be many many political analysts to read. I am not one of them. So I’ll try and stick to what happened with ...
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Result Analysis of APL Apollo Tubes

In this post we look at the Q4FY19 results and share our notes of the conference call  of  a steel pipe company that we had covered in our taking stock ...
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#Linkfest – Vedanta Promoters and Zambia Copper Mine, Bharti Airtel War Chest, TN Sugarcane Crisis

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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Guest Post: How Shady Corporate Governance Has Given India Inc. a Bad Name

This is a Guest Post by Aditya Jaiswal, Analyst at Moody’s Analytics. Passionate blogger and YouTuber. Blogs at www.theastuteinvestor.in  Never, ever, ...
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Result Analysis of Balkrishna Industries (BKT)

In this post we look at the Q4FY19 results and share notes from the conference call of a tyre company that we have talked about earlier. Balkrishna Industries ...
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Premium: Adding a Small Cap Infotech Stock to our Multi Cap Portfolio

While China ran away with Manufacturing, India has been the hotbed of Service Industry. Tata Consultancy (TCS), Infy and Wipro are the names that come up when ...
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Q4FY19 Earnings Report : Results in the Long Term Multicap Portfolio

In this post we look at the Q4FY19 results and share notes from the conference call of two banks that we have recommended in our long term multicap portfolio. ...
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