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Month: October 2019

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Making Sense of Sector Valuation Multiples

A chart first to set context. Range of enterprise value (EV/EBIT) multiples prevailing by sector in India.  It shows two things: Investor ...
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Ask Me Anything With Deepak Shenoy

We did an ‘Ask Me Anything’ session for Capitalmind’s premium subscribers with Deepak Shenoy (CEO). Deepak answered a range of questions ...
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Premium: As GRUH Becomes Bandhan, Readjust Your Shares Accordingly

On the 18th of October, your shares of GRUH Finance will be replaced by shares of Bandhan Bank. For every 1000 shares of Gruh, you will have 568 shares of ...
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Good Things Happen, Because Bad Things Are Allowed To: Karachi Stock Exchange Version

Markets are going to be volatile, because that’s by design. If you curtail volatility, forcibly, it doesn’t end well. Oh, and people have tried. In ...
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While You Were Sleeping: What Stocks Do Overnight versus in Trading Hours

There’s so much activity during the trading day. Stocks are going up. Falling. The index is moving. The TV channels are on. Sometimes the anchors wear ...
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Chart: Gold Beats Up the Current Account Deficit, But FDI Comes To The Rescue

A quick look at a few charts on the Current Account Deficit today. Remember, the Current Account of the country involves finding out what all we import, what ...
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Yes Bank’s Fall, Zee’s Woes and Deferred Tax Assets (Ep-12)

  Host Deepak Shenoy (CEO) and Aditya Jaiswal discuss about Yes Bank – The “Kohinoor” of Rana Kapoor, pledging of shares by ZEE’s promoters ...
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Premium: Portfolio: Changes in the Premium Momentum Portfolio – October 2019

One of the advantages of being fully invested is that when markets move up like they did in September, we get to take full advantage of the rise. The surprise ...
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Outlier in Focus: A Brief Look at SRF

The SRF stock has been moving considerably well. Let's run a check on what business SRF is in. Also Check out our Taking Stock series, where we have more ...
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Capitalmind Wealth October 2019 Memo: What Were They Thinking?

(Edited excerpts from October 2019 memo sent to the PMS clients of Capitalmind Wealth) In 1949, Egaz Moniz won the Nobel prize for inventing the lobotomy. This ...
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