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13 ArticlesKrishna Appala

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CM Multicap Portfolio: 12 out of 15 stocks deliver strong earnings growth in Q2 – The Report Card

A round up of Q2 Earnings reports of Capitalmind LongTerm Multicap Portfolio ...
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How have Index Inclusions & Exclusions performed?

How does getting added to or getting removed from the NIFTY affect a stock's performance? Should you buy index inclusions for the passive inflows that will ...
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Gland Pharma IPO: Should you invest?

Hyderabad based Gland Pharma will be launching the biggest IPO in Indian Pharma sector on 9th November. It’s one of the fastest growing B2B player in the ...
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Strong performance backed by Gold Loan Growth for Manappuram

One of our LT Multi-cap holdings Manappuram Finance had come up with strong set of numbers. Consolidated AUM is up by 18.6% YoY to 26,900 Cr. Gold AUM is up ...
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Q2FY21 Earnings: High Performance from High Voltage for KEI Industries

Highlights of KEI Industries Q2FY21 Earnings: Revenue was down -16% YoY to Rs 1036.94 Cr. The company has a strong order book of 2663 Cr as of 31st Oct ...
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LT Multicap Monthly Fact Sheet: Oct 2020

October 2020 Monthly Update for the LongTerm Multicap Portfolio The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the ...
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Your window to the startup world: Inside Info Edge

Couple of years back, Mr. Sanjeev Bikhchandani got five calls from Housing.com investors saying, “You’ve got the business (99 acres was generating 70-80 Cr ...
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United Spirits – Are the spirits high for shareholders?

When a great business meets bad management - its true value gets locked. No better example to illustrate this scenario than United Spirits & Vijay Mallya. He ...
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TCS: Deep Inside its Buyback is a Tax-Efficient Dividend

You have to love buybacks. A company buys back its own shares, and you’re thinking: Wow, they also like their share price! You are being naive, brother. ...
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LT Multicap Monthly Fact Sheet: Sep 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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