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

Capitalmind Saturday Coffee | 24th April 2021 edition

saturday-coffee.jpg

A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️​

Markets this week 🚦

The CNX 500 closed flat at 0.2% with Media, Telecom, Pharma outperforming the most while Healthcare, IT and Cement lagging.


This stock only goes up!  🚀 

The stock prices are always in GREEN while some claim that the valuations are TOTAL GAS. However, there is lot of POWER in this ENTERPRISE that also operates India’s largest PORT. If you read all the capital letters you’ll understand which capital compounder company we are talking about.

Here are the first two posts from our series de-mystifying the meteoric rise of Adani stocks:

Read:

Read:


The future’s trick can be Electric 💡

Did you know Electric Vehicle Sales worldwide make up under 3% of total Auto Sales currently but this number is expected to be 25-30% over the next few years? Or that there are over 35 companies in India trying to crack the domestic electric two-wheeler market?

Watch this incredible insightful recorded session on Electric Vehicles in India as an evolving investment theme.

[Premium] Read –


Hey, have you met Bond Baba? 🎥

We have a complete video series on bonds, where we’ll explain the bond market and its nuances in an ELI5 format. This should help you understand bonds as an asset class and how to participate in it. This is the 1st part of the Bond Baba video series.

Watch:


The School of Slack 😎

We bring you the most insightful discussions from our slack community

  • We discuss a stock that has been the best performer of the S&P BSE Oil & Gas Index in 2021 as part of our #StockOfTheWeek series: Gujarat State Petronet Ltd. [Slack Link]
  • You think you know someone well.. but then you read about them in a best-selling book. Something similar happened between us and Vashistha Iyer over the weekend. [Slack Link]
  • There was some crazy misplacing in a special situation play and one of the members made a quick gain out of it with a little thanks to our slack community. [Slack Link]
  • When life gives you lemons, make lemonade. But when life gives you lemonade, do an 80+ message-long discussion around it. [Slack Link]

Links we like

In this section, we bring you interesting links from across the internet

  • At a planet far-far away, NASA rover makes breathable oxygen on Mars [Link]
  • Via The New Yorker: Read this story about the incredible rise of North Korea’s hacking army. [Link]
  • Podcast: How to Build a Portfolio That Outperforms For a Century. [Link]
  • An insightful newsletter extract with an interview of François Rochon – a value investor who founded Giverny Capital. [Link]
  • The world of bitcoin is never short on news as Turkey suspects massive crypto losses as exchange goes bust and the founder flees the country. [Link]

And a little something from Twitter that made us smile this week 😊

Capitalmind Saturday Coffee | 24th April 2021 edition

That’s all folks 🤘

If you enjoyed reading this newsletter then let us know on . We will be glad to hear from you! 


 

Oh wait, there is one more thing…

Have you checked out our Premium service yet? 😎

While you are enjoying this newsletter we are sure you’ll enjoy our Premium service too.

Especially for you, there is a 15% discount – just use coupon code ‘CMCOFFEE’ on the checkout page ⭐️

As a Capitalmind Premium subscriber, get immediate access to:

  • Model Portfolios: Three Equity and One Fixed Income.
  • Active Strategies:Chase (Our NIFTY + Futures long-short trend-following strategy) & other short-term actionable ideas
  • Premium research: Priority access to our research
  • Vibrant learning community on Capitalmind slack: Ask questions, share insights with a diverse community of newbie and veteran investors & traders

Join the best platform for active investors in India !!

Capitalmind Saturday Coffee | 17th April 2021 edition


Loving the Capitalmind Saturday Coffee newsletter? 🤙

Share with your friends via | | |

Like our content? Join Capitalmind Premium.

  • Equity, fixed income, macro and personal finance research
  • Model equity and fixed-income portfolios
  • Exclusive apps, tutorials, and member community
Subscribe Now Or start with a free-trial