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

Month: May 2022

2 / 2

How rising subcontracting costs could hurt margins for IT companies

Domestic software services companies have been witness to their share prices falling by 10-35% from their peak levels. One of the main reasons cited for this ...
4.jpg

Berkshire annual meet 2022, Framework to pick winners, Finding alpha & More

. 🔅 Investing: Lessons from Berkshire Hathaway annual meeting 2022 🔅 Actionable: Framework to filter out winners & position sizing 🔅 ...
b4-scaled.jpg

Masala Money: Krish Ashok X Deepak Shenoy on Food and Finance

Two engineers get together to discuss two life essentials - food and money! Our food expert is Krish Ashok. Ashok is Global Head, Digital Workplace at TCS. ...
masala-money-podcast-krish-ashok.jpg

CM Focused Factsheet: A strong FY22 and the FY23 roadmap

FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
FocusedSmallcase6.jpg

Tight-fisted markets

A quick roundup of the Capitalmind Momentum portfolio in April 2022 April 2022 portfolio update The chart shows Capitalmind Momentum smallcase returns versus ...
Momentum_FeaturedImage.jpg

Five reasons not to invest in the LIC IPO, but one solid reason why you should

The LIC IPO opens on 4th May 2022 and closes on 9th May 2022. The price band is set at ₹902/- to ₹949/- per equity share. The policyholders will get a ...
6.jpg