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118 ArticlesAnoop Vijaykumar

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The stock does not know you own it

"You really have to believe in the companies that you're investing in, and that means having a level of conviction that most people don't have. If you don't ...
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Identities or Beliefs

From sports teams we enthusiastically support, to the kind of consumers we are, our religion, and our political affiliation, we all carry around multiple ...
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Looking for the best smallcase to invest in 2023? Make sure you look at these five things first.

With a four-year live track record, Capitalmind Momentum is one of the longest-running smallcases with a track record to match. It has consistently been among ...
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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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