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52 ArticlesKrishna Appala

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Nykaa – Mastering the art of beauty & business: Should you invest?

Anyone who has shopped online for cosmetics in India is familiar with Nykaa. In a short span of time, it has managed to become the default destination for ...
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How safe is AU Small Finance Bank?

AU Small Finance Bank is in the news for all the wrong reasons. The stock is down -19% from its recent peak with high volumes. A series of high-profile ...
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A primer on Neo Banks – Should you open an account?

Neo Banks are taking the world by storm. They first emerged in UK (Monzo, Atom bank) in 2015 & quickly spread across the world. The global neo banking market ...
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Capitalmind Focused Portfolio Changes: Two exits and one reduction

Q1FY22 results are out, and we've made three changes to the CM Focused Portfolio: Exiting 2 stocks & reducing 1 ...
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CM Focused Portfolio – A strong start to FY22

Q1 FY22 results season is coming to an end. It has been a strong quarter both from earnings as well as market returns perspective. Here's a short review of how ...
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Glenmark Life Sciences IPO – Should you invest?

The rush to IPO continues. This time for a subsidiary of a Pharma major - Glenmark Pharma. The company had spun off its API business in 2019 & understandably ...
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June – A month of slapshots for CM Focused & CM Passive

Slapshot: An ice hockey term for a shot where the player winds up with their hockey stick up to shoulder level or higher and launches the puck with violent ...
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Which is the best REIT in India?

REITs, a relatively new asset class to Indian investors had seen a huge interest in the last 2Y. Despite the huge popularity, REITs performance is below par. ...
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Thyrocare & PharmEasy get hitched: What’s in store for investors?

In one of its kind deal, an Unicorn bought a majority stake in a listed & profitable company. The sector in which the deal happened, further increased the ...
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Xelpmoc: The X factor of India’s start-up ecosystem

When was the last time you heard about an IT company funding start ups from the cash flows of its core business? Yes. Info Edge. And no, we are not ...
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