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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 ...
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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 ...
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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 ...
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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 ...
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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 strategy, ...
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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 ...
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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 ...
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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 Revenue" (AGR) has ...
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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 been doing ...
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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 ...
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