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

Month: January 2020

1 / 2

ICICIDirect’s ETF Intelligent Portfolio – A Product For Passive Investors

ICICIDirect has introduced a new product. It’s called the ETF Intelligent Portfolio (EIP). We took an in-depth look to see if you should consider it. ...
New-Style-7.jpg

Actionable: A Calendar Butterfly and a Segregated Fund Set Up the Score For January

We had earlier spoken of a special situation with Franklin Templeton’s funds and the Vodafone Idea situation. (Post is here). On Friday, Franklin ...
Capmind-Post-Header.jpg

Guest Post: Elementary high school ideas that work in Investing

This is a guest post by Vikas Kasturi (@VikasKasturi). He is a value investor based out of Bengaluru. All views expressed are solely those of the author. The ...
New-Style-5.jpg

Q3FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio

Q3FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our Long term Multicap portfolio. We start ...
premium@2x-min.png

Podcast #21: The amazing rise of passive and what you need to do about it

  “When you talk about bubbles, right from the Tulip mania (1637) to the housing bubble (2006-07), all of these bubbles were fueled by greed. But ...
Style-66ep21.jpg

Where should I park money for a few months

What’s the problem? This occurs often. A common money goal we all deal with from time to time. You have some money you need to park. You know you will ...
New-Style-3.jpg

Markets just don’t care about human suffering

Could China’s New Coronavirus become a Global Epidemic? That’s the headline of a wired article published yesterday, the same day the first case was ...
71i5B-markets-in-times-of-human-crises.jpg

How the Franklin UST Bond Fund Reacted to Vodafone’s Fall From Grace

Just as the Supreme Court refused to review their order on telecom companies having to pay a higher fee, the impact was felt highest on Vodafone Idea, which ...
Franklin-Vodafone.jpg

Actionable: Opportunity courtesy Vodafone Idea [Premium Unlocked]

Update, 11 July 2020: We exit this trade with Vodafone Idea paying Franklin in full, and the trade nets a return of 5% in 6 days. (Read the closing post) ...
Capmind-Post-Header.jpg

Portfolio: Addition to the MultiCap Portfolio 

The chemical industry is enjoying tailwinds due to customers increasing sourcing their supplies from India. The major player in the chemical space is China, ...
premium@2x-min.png