Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

4341 ArticlesDeepak Shenoy

1 / 435

Why Reliance is buying JustDial

Reliance is buying Justdial. Why on earth would a mammoth company like Reliance bother to invest in tiny JustDial (Reliance is roughly 225x Justdial's market ...
JustDial-scaled.jpg

The Macro Score: Markets: 1, Economy: 0

The picture on the macroeconomic front isn't looking very good, so we take a look at the details. The stock market may be looking up and at all time highs, but ...
Market-Economy-1-scaled.jpg

The Hidden Problem in JSW Ispat’s Offer For Sale

JSW Ispat was formerly Monnet Ispat, which went through a bankruptcy resolution. That brought its debt down and the shares continued to be listed, after a ...
JSW-scaled.jpg

Wealth Letter May 2021: Clutching at Straws in the Second Wave

The Covid has changed a lot of things. You can actually see how much it has changed by a few graphs that I’ll now proceed to show. But let’s look at it as ...
May-2021-Capitalmind-PMS-Letter.jpg

Decoding the hefty 512 Cr SEBI fine on Franklin Templeton

SEBI has finally dinged Franklin Templeton a huge fine for what they did last year in shuttering funds. In the end of April 2020, the funds had to borrow money ...
FranklinFine-scaled.jpg

Locked Down: Card Spends Crash After April to New Lows

Sometimes it's not obvious how much the lockdowns have hit the economy, so we have to look at some data that's released on a more regular basis. RBI releases ...
Charts-Analysis.jpg

The Reliance Partially Paid Share Brings Another Opportunity

We have a rare opportunity for an arbitrage return of a decent size.  This is the Reliance Partially Paid Share, and the opportunity is an experimental (read: ...
ReliancePP-scaled.jpg

OMG: The Retail Investor is the Biggest Player in the Stock Market

If you thought the foreign investors were the ones driving the market, you'd be wrong. Mutual funds? Wrong again. Banks? Insurers? Wrong. It's the individual ...
Charts-Analysis.jpg

Wealth Letter April 2021: Sleeping and Staying Awake

I was going through some really old papers, all the way back to 1977, in an effort to finally clear out a box of papers that we had kept since my father passed ...
Sleeping-and-Staying-Awake-Capitalmind-Monthly-Letter.jpg

Premium: The High-Priced Portfolio Update for 2021

What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been quite interest. Lower drawdowns ...
High-Price-scaled.jpg