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

Month: May 2019

1 / 3

Fundas : Intangible Assets

What are intangible assets? What role do they plan in fundamental analysis? This post demystifies the ...
Intangibles.png

#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. ...
Slack-URLs.jpg

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 ...
image001.png

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 ...
Elections.png

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 ...
APL-Logo-1.png

#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. ...
Slack-URLs.jpg

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

Never, ever, think about something else when you should be thinking about the power of incentives.”— Charlie Munger It has been twenty-eight years since ...
Corp.jpg

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 ...
Balkrishna-Industries-LOgo.png

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 ...
premium@2x-min.png

Q4FY19 Earnings Report : DCB Bank & City Union Bank

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. ...
premium@2x-min.png