A crisp update on all that’s happened at Capitalmind this week – Saturday Coffee with Capitalmind. ☕️
Markets this week 🚦
The CNX 500 closed a little higher at a 1.2% gain with Metals and Chemicals getting stronger while Construction and textiles seemed weak.
A wealth letter that talks about Health too ❤️
We publish excerpts of the monthly Wealth Letter that we write our Capitalmind Wealth customers highlighting the important stuff from the month gone by. Here’s the latest one by Deepak Shenoy –
Read: Wealth Letter April 2021: Sleeping and Staying Awake
( Know a friend who’ll like this letter as much as you did? Share via WhatsApp )
A unique IPO candidate: Looks equity, talks debt 🤓
India’s largest power transmission company coming up with an InvIT IPO. InvITs are new to Indian markets and are quite interesting products. We have seen two similar listings in the last few years – while IndiGrid InvIT had a decent run, IRB InvIT has failed to gather investors’ interest. Which way will this one go?
[Premium] Read: PowerGrid InvIT – Should you invest?
On some days they put the rise of Bitcoin to Shame! 🚀
The stock prices are always in GREEN while some claim that the valuations are TOTAL GAS. However, there is a 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 all the posts from our series de-mystifying the meteoric rise of Adani –
Adani Enterprises | Adani Gas | Adani Green | Adani Ports
Capitalmind Strategy – The High Priced Portfolio ⭐️
In 2017, we introduced the High Price portfolio as a strategy of building a portfolio of stocks that was based purely on their absolute price without any reference to any other metric. Yes, just price and nothing else. We rebalance this portfolio once a year, in the 4th week of April. Here’s the latest update:
[Premium] Read: The High-Priced Portfolio Update for 2021
New kid on the block in the buzzing Speciality Chemical space💡
The specialty chemicals sector is in a strong trend for the past 5 years. This is thanks to China’s pollution concerns and the Indian industry that leaves no stone unturned to make the best use of this opportunity. In this article we analyze a new entrant in this space and also share excerpts of our discussions within the slack community.
Read: Jubilant Ingrevia – Aligning Verticals, Consolidating Growth
The School of Slack 😎
We bring you the most insightful discussions from our slack community
- There’s a new NFO that captures the latest US investment themes and is turning some heads in India – Mirae Asset NYSE Fang+ ETF. Here’s Anoop Vijaykumar analysing it for us. [Link]
- We did a session with Sandeep Rao on how to trade Chase strategy with Options. Check out the recording on YT. [Link]
- A fundamental question about a new age asset class that defies all fundamentals. [Link]
- Some companies have land-banks that are big enough to overshadow their market cap. But are these land-banks bankable? We discuss. [Link]
Links we like ✨
In this section, we bring you interesting links from across the internet
- Farnam street interviews Karl Pillemer about his latest book and shares some life lessons. [Link]
- We have always debated between skills and titles in the corporate setup. Here’s an article exploring the ‘relationships’ aspect of it. [Link]
- An Italian town is selling houses for 1 Euro each and of course, there’s a catch. [Link]
And the thing that made us smile was how much our slack community loved this post:
That’s all folks 🤘
If you enjoyed reading this newsletter then let us know as a reply to this email or on Twitter. We will be glad to hear from you.
Cheers!
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 !!
Loving the Capitalmind Saturday Coffee newsletter? 🤙
One-click share with your friends via WhatsApp | Twitter | Reddit | Facebook
