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Month: November 2019

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Karvy: What Went Wrong and What To Do Next

We’ve recently had a podcast about this (Click here to read) But there’s more to it, and here’s a deeper take on it. The recent Karvy Stock ...

Nov 28, 2019

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Podcast: The Strange Happenings at Karvy (Ep-15)

  “When you’ve given your shares to Karvy, it’s just a place holder that holds securities. It should not be funding itself by using your ...

Nov 27, 2019

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Bond Baba #1: An introduction to bonds [Video]

We have started a video series on bonds, where we’ll explain the bond market and its nuances in an ELI5 format. This is the 1st part of the Bond Baba video ...

Nov 22, 2019

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All This In One Day: Hiking PMS Minimums, Selling BPCL, Letting Voda-Idea Breathe…

So many incredible things happened yesterday that it’s taken me a lot of effort just to get things together to write this piece. Here’s the ...

Nov 21, 2019

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Revisiting The Momentum Strategy at Capitalmind

“The more things change, the more they stay the same.” – Jean Baptiste Alphonse Karr This brief post is for current followers of the momentum ...

Nov 21, 2019

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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio 

In continuation to our results post of companies in our multicap portfolio, we take a look at results of two more companies in this post. This time, results ...

Nov 19, 2019

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How To Buy A Mutual Fund (Ep-14)

  “Mutual funds Sahi hai doesn’t means equity mutual fund sahi hai… In the last 10 years, an SIP in a liquid fund has given exactly as much ...

Nov 18, 2019

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Vodafone Idea – The Potential Hit to Mutual Funds Due To The Supreme Court Ruling

What’s with the Vodafone-Idea combine? Things look horrible. The recent ruling of supreme court regarding the definition of “Adjusted Gross ...

Nov 15, 2019

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Premium: Why Equitas and Ujjivan Get a Lousy Valuation Compared To The Banks They Own

There are some excellent banking stocks valued at much lesser than their peers, and growing. Two small finance banks – Ujjivan and Equitas – have ...

Nov 14, 2019

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Does buying expensive quality stocks work?

It’s the 1960s. New investors join the markets in droves. The number of shareholders crosses a landmark number for the first time in history.  Most of these ...

Nov 11, 2019

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