May 2021 was a stellar month for the markets & CM portfolios. The index was up 6.5% & Focused portfolio was up by 12.1%. The disconnect between the economy & ...
April 2021 was an interesting month where benchmark indices were flat while some stocks did well. The CM Focused portfolio hit a new lifetime high in April. ...
The largest InvIT IPO is here. It will become India’s 2nd publicly listed power transmission InvIT. While the current yield looks promising, the devil is in ...
Creating value through demergers is a double edge sword. Few succeed & many fail. It gives the option to investors to choose which businesses to invest in. ...
Lodha & being 3rd time lucky The company deferred its plans twice citing weak demand and market conditions. Incidentally both the attempts timed the market ...
Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? ...
In our "House view" series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced primers about the business, ...
There is a rare breed of e-commerce & tech players who hate to burn cash. They do not bother about next round of funding or pitching the VCs. They give utmost ...
Under the right circumstances, groups are remarkably intelligent. -James Surowiecki , Author of The Wisdom of Crowds The Capitalmind Slack forum started back ...
February 2021 Monthly Update for the Long Term Multicap & CM Passive Strategy Portfolios CM view on the market Nifty 50 has shown a 6.6% return in Feb ...
