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Month: October 2020

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Lessons from a time-travelling investor

How rich you would be if you had bought xyz stocks way back in the past is an often-repeated yet not-very-useful mental exercise. In this article we add a bit ...
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That Shady Mutual Fund Inter-Scheme Transfer Gets Whacked By SEBI

SEBI has in a circular told mutual funds about how they can no longer do “Inter-scheme” transfers of bonds. An inter-scheme transfer is when they ...
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Recovering Air Traffic Still Not A Sign For Airlines To Cheer

The rally in share price of India’s largest airline – InterGlobe Aviation Ltd. – signal that the concerns looming over airlines due to Covid-19 are ...
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What Does “Delisting” Mean?

Deepak was interviewed on CNBC about how investors can look at delistings. Key questions discussed: Is delisting a bad thing? How does the process ...
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United Spirits – Are the spirits high for shareholders?

When a great business meets bad management - its true value gets locked. No better example to illustrate this scenario than United Spirits & Vijay Mallya. He ...
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AR Nuggets: Where’s the Two Wheeler Giant Going?

In our new series, AR Nuggets, starting with the Hero Motors FY20 Annual Report, we separate the wheat from the chaff and highlight the most relevant takeaways ...
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Mahanagar Gas: From Growth Story To Now A Dividend Play

In the four years since listing, the volatility in the share prices of Mahanagar Gas is much more compared to its peers – Indraprastha Gas Ltd. and Gujarat ...
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TCS: Deep Inside its Buyback is a Tax-Efficient Dividend

You have to love buybacks. A company buys back its own shares, and you're thinking: Wow, they also like their share price! You are being naive, brother. Let's ...
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How smallcase users can save on transactions costs when rebalancing

This article is for Capitalmind Momentum smallcase users and how they can save a little on transaction costs. The potential saving is about ~ ₹3500 / year ...
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An Opportunity in the Boring Old IDFC

When stocks keep going up 5% a day, it's very boring to think of a stock that might give you like more than 20% in 6 months. Which is why ...
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