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Month: January 2022

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HGS stake sale, AGR dues converted to equity, Where to invest in 2022 & More

HGS & a billion-dollar stake sale | Government claims stake in Vodafone Idea & Tata Tele | Capitalmind Momentum Portfolio in 2021 | TCS experimental trade | ...
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Experimental: The TCS Buyback Opportunity

We have another experimental trade for the TCS Buyback. Experimentals are trades we do once-in-a-while, where an opportunity arises for the short term. The ...
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Where to invest in 2022: Challenges and Opportunities

After a violent 2021, what's going to happen in the next year? What are the various things that are likely happen? And what should our response be to them? We ...
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Capitalmind Momentum in 2021

A review of the Capitalmind Momentum Portfolio, how it did in 2021 and thinking about 2022. The portfolio had a strong December with +7% along with the ...
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Capitalmind Focused in 2021: A year of transformation

The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors. It looks for companies with ...
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Bharat Pe, Chase Strategy in 2021, Deepak’s Memo & More

In this week’s edition 1 TLDR post – where we quickly simplify the “too long” arduous stories that you “didn’t read” ...
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Capitalmind Chase in 2021: Euphoria to despair and back again

“Kaafi kuch badla is saal khass kar woh, jiske badalne ki umeed nahi thi.” “A lot changed this year, especially that what we didn’t expect to ...
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Wealth Letter Dec 2021: The right time to invest is when you’re sleeping

  Is it the right time to invest? We get this question all the time, but there’s no universal answer. If you have money that you must invest, you’re only ...
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Lessons from 2021, the year irrationality went viral

  On today’s show, Shray asks Deepak about how to make sense of the past two years in the markets, macroeconomics, and the seeming irrationality of ...
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New Year Offer, Falling Lira, Ailing RBL, & More

In this week’s edition 1 TLDR post – where we quickly simplify the “too long” arduous stories that you “didn’t read” ...
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