The top three most popular management books have sold over 10 million copies worldwide. By studying great companies in depth, they decode what made them great ...
The 4th 2023 quarterly rebalance of the CM Low Vol portfolio went out to Capitalmind Premium and CM Low Vol smallcase subscribers earlier this week. This post ...
Over the weekend, news of the vicious attack by the militant group Hamas on Israeli civilians emerged. Going by initial reports of casualties, the ongoing ...
12% is the most common assumption plugged into financial planning models, with good reason. The problem is long-term returns in India have a wide range. In the ...
As unintuitive as it'll sound coming from an investment manager, you probably don't need to think about investing as much as you think you do—that and nine ...
The 3rd 2023 quarterly rebalance of the CM Low Vol portfolio goes out to Capitalmind Premium and CM Low Vol smallcase subscribers this weekend. This post ...
The closest analogy to using chatgpt and Code Interpreter is like everyone having access to a smart yet inexperienced intern conversant with python ...
Return on Capital (ROC) is considered a critical part of the puzzle of finding quality businesses to invest for the long term. We did a longitudinal analysis ...
The typical Amazon product page has almost 10 elements meant to nudge us to buy the product. All businesses utilise FOMO-nudges to stand out in a crowded ...
Conventional financial planning works well when we have perfect information about our financial future. Few in the real world have that luxury. We don't know ...