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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 ...
Recent Posts
CM Strategy
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 ...
General
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" 2 latest articles & 1 podcast ...
CM Strategy
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 ...
Deepak's Memos
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 ...
Opinion
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 ...
General
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" 3 latest articles from the ...
Breaking
Is RBL Bank safe?
Concerns on asset quality are not new to RBL bank. The management has had to clarify the stability of their books a few times, most recently, in Jan 2019 & ...
CM Strategy
3% Alpha on a No Downside Strategy for 2021 and the 2022 Gameplan
Over the past four years, we've been tracking and talking about this strategy called No-downside. In this post, we will bring together all that we've said, and ...
General
The Best of Capitalmind in 2021
Here's the best of Capitalmind in 2021: what worked and also what didn't work. Of a 10-bagger, an on-going 2-bagger, IPOs, Factor indices, Capitalmind Model ...
General
Ten minute delivery, Zero cost EMI, Dinosaur markets & More
In this week's edition👇 1 TLDR summaries - where we quickly simplify the "too long" arduous stories that you "didn't read" 1 latest article from ...