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106 ArticlesAnoop Vijaykumar

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Should you invest at market highs?

Between July 1999 and Nov 2022, the Nifty closed at a high on 713 days out of 5,833 days, roughly 12% of all trading days. And since markets have been ...
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What Cathie Wood gets right

So, Cathie Wood, in a recent Bloomberg interview, predicted Bitcoin will be $1 Million by 2030. For reference, as of writing, BTC is $16.5k. So, about a ...
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The futility of analyst recommendations

We analysed over 2,000 analyst recommendations (upgrades and downgrades) made by institutional equity analysts over the last ten years for the 50 Nifty stocks. ...
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How the best investors deal with being wrong

The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on ...
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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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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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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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Business Wars: 6 Lessons from the most iconic Business duels in history

"Business Wars" is an excellent podcast series by Wondery, chronicling some of the most intense and entertaining business rivalries in history. Coke vs Pepsi, ...

Liberty 2-4 changing call signs? Wait and see.

The Capitalmind Momentum Portfolio factsheet for July 2022. When 'New Horizons', the spacecraft NASA launched in January 2006 to travel three billion miles ...
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The best Value and Contra Funds in 2022

Since the rationalisation of fund schemes and categories in 2017 by SEBI, AMCs can offer one of Value or Contra Funds. There are 22 such funds today, 15 of ...
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