Summarising the week gone by and serving you the spread while you sip your coffee. In this week’s edition, we have
- 3 research articles from Capitalmind.
- 5 interesting reads curated especially for you.
- 5 conversations from our slack community.
Two to tango! 🕺 🕺
Telecom stocks have been among investors’ favorites lately. Thanks to the Indian Government’s relief package. The key measure announced was a moratorium on AGR and spectrum dues for four years. This has definitely led to the survival of the debt-laden Vodafone Idea.
Share prices of Indus Towers – whose second-largest client is Vodafone Idea – also joined the party, rising 25% in that same time period. From the start of the year, the trend in share prices of both these companies is co-related. No doubt, the fortunes of both these companies are intertwined.
But does continuity of Vodafone Idea indicate strong signals for the tower company – Indus Towers?
[Premium]: Indus Towers – What signal should investors focus on?
Sahi to hai.. lekin ye mutual fund hai kya? 🤔
What happens when you buy a mutual fund? Let’s go behind the scenes to see how your money gets invested when you buy a mutual fund. And what the “Sahi hai” is all about, in the mutual fund industry.
In this article we cover:
- The five horsemen of the mutual fund industry
- The Mutual fund buying process
- Regular vs Direct Mutual Funds
[Read]: Understanding how mutual funds work in India
Is it a good time to buy?⏳
Why this post on luck? Because one of the most frequent questions we get from folks who’ve been flirting with investing is “Is it a good time to buy?”. There are two ways to answer this question – the wrong way or the long way. No points of guessing which one we have always picked 😉
[From Archives]: What if you were the unluckiest investor in India?
[Premium] The School of Slack 😎
We bring you the most insightful discussions from our slack community
- Quick update on gas prices and their impact on our picks of Focused portfolio. [link]
- We re-visit our rationale behind exiting a stock that has run up ever since. [link]
- Uncle theta trade updates: [Wednesday] [Thursday]
- This thread started with filtering companies in bear grip and went to be a little treasure trove of wisdom. [link]
- Consulting with the community to determine if consultants are worth consulting. [link]
Links we Like✨
In this section, we bring you curated articles from across the internet that we found interesting:
- A supplement to the post shared earlier in the newsletter, here’s a post that answers another typical question amidst a raging bull market – when to sell?
- Making sense of the role of history in our future. Read: History’s Seductive Beliefs
- There’s so much happening on the tech side of finance with cryptocurrencies, blockchain, NFTs, etc. that it makes one wonder – Am I getting old?
- An article sharing some insights on the otherwise dark world of China’s macroeconomic and demographic scenario through the Evergrande saga. Read up: Explaining Evergrande
- Comparing two ETFs to understand what works better for investing in US technology stocks. Read VGT Vs. QQQ: One Wins By A Hair
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