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General

[24 Sep 22] Newsletter: Power Grid Cracks, 5 Good Reads & What’s happening at BYJUs

🔆 Quick glance Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money YouTube: Is BYJUs an ...
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Charts & Analysis

Where do Superhero stocks come from?

How easy is to find 10x stocks? We'll call them Superhero stocks. Turns out, such stocks are more frequent than we might think. Of over 1,000 companies ten ...
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Stocks

Escorts: What’s buzzing?

Escorts is now third largest tractor manufacturer in India with a market share of 13%. Things are moving in right direction for the company as per the initial ...
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General

[17 Sep 22] Newsletter: IT Stocks Plunge, 5 Good Reads & Our Weekly Show!

Market Overview: Sensex 30 PE trend, Macro markers & Market Movers Links we like: 5 good reads on markets & money Capitalmind Show: Kya Lagta Hai Bazaar on ...
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Opinion

Why UPI should be free

Should we allow banks to charge us for UPI transactions? The answer: No, they're paid anyhow. Banks are designed to give us payment system for free because ...
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General

[10 Sep 22] Newsletter: Market overview, Weekly Youtube show & 5 Good reads!

🔆 Quick glance - Market Overview: Sensex 30 PE trend, Macro markers & Market Movers - Links we like: 5 good reads on markets & money - Capitalmind ...
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Opinion

Podcast: Why SEBI should implement India’s EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach ...
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Personal Finance

How Happy is your Money?

There are two kinds of money: Happy Money and Unhappy Money. What kind is yours? That's the abstract question author Ken Honda starts his book Happy Money ...
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CM Strategy

Dealing with Adani-envy and the September effect

The Capitalmind Momentum Portfolio factsheet for August 2022. At ₹4.3L Crores, Adani Transmission is India's 10th most valuable company. It trades at 37x ...
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Deepak's Memos

Wealth Letter Aug 2022: Change, sometimes, is invisible

  It’s been a good month in July 2022, with the markets returning about 8% at the Nifty. Our active portfolio returns have been rough in the 1 year time ...
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