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Month: May 2021

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Amber Enterprises: Running hot in the cooling business

Amber Enterprises – the brand behind the AC “brands” in India, the company with an unrivaled position in the domestic AC manufacturing business, and the ...
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Capitalmind Saturday Coffee – Credit Cards, BPCL, Go Air and Diamond Hands

While you got the coffee and we’ve got for you a market update, 3 articles from Capitalmind, the Best content from our slack community, 4 insightful ...
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Locked Down: Card Spends Crash After April to New Lows

Sometimes it's not obvious how much the lockdowns have hit the economy, so we have to look at some data that's released on a more regular basis. RBI releases ...
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Why BPCL Was The Best Among the OMC Trio in Q4 Results

India’s three largest oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...
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Go Airlines: IPO for survival?

"Desperate Times Call for Desperate Measures" The struggling Go Airlines – has just filed for an IPO. Devastated by the ongoing pandemic, the airline ...
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Capitalmind Saturday Coffee – Your weekly catch up of Investing and Finance

This week: A new (but definitely not unknown) stock enters the CM Focused Portfolio, a new IPO on the cards, a simple framework for investors to size their ...
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Common sense position sizing for investors

Good traders worry all the time about blowing up. So they cap their exposure to any single position. Most active investors have the opposite problem. They tend ...
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Medi Assist IPO: Riding the Health Insurance Wave

Medi Assist, the largest Third Party Administrator (TPA) in the country, has filed a Draft Red Herring Prospectus (DRHP) for an upcoming IPO. The Rakesh ...
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Reliance: Counting on Jio & Retail to drive growth

Reliance, India's largest company by market cap, has underperformed the index in the last six months. But if you look deeply there's a growth story waiting to ...
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Capitalmind Saturday Coffee | 15th May 2021 Edition

We’ll start with looking at what moved the markets, check out all that is published by the Capitalmind team throughout the week, bring to you the best ...
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