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21 ArticlesKrishna Appala

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IRFC IPO – Should you invest?

In the last 3 years, four companies had listed from the Indian Railways universe. While IRCON, RITES & RVNL had a decent listing, IRCTC went on to become the ...
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LT Multicap Monthly Fact Sheet: Dec 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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CM Passive Strategy Monthly Fact Sheet: Dec 2020

CM LT Large cap portfolio changed its name to CM Passive Strategy. LT Large cap portfolio was launched in Sep 2018. A significant change happened when we moved ...
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FDs suck. What next? Exploring alternatives to Fixed Deposits

Historically, this is the worst time to invest in Fixed Deposits. The yields are crazy & do not beat inflation. At the same time we shouldn’t compromise on ...
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The Walking Dead – Zombie Stocks That Still Trade

Remember George Costanza’s quote from Seinfeld – It’s a show about Nothing. In today’s post let’s talk about the same topic – Nothing. Companies ...
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Bectors Food IPO – Should you invest?

In the recent past, Contract manufacturing as a segment has gained investor attention. We now have a new kid on the block.  Mrs. Bectors Foods opens for ...
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ICICI Pru Life Insurance – Demystifying the life insurance sector

Understanding the Insurance business has been an Achilles heel for many investors. The reasons can be many. We can't analyse them using our traditional ...
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LT Multicap Monthly Fact Sheet: Nov 2020

The Multicap portfolio returned 15.4% in November, a reasonable alpha over the 11.4% by the Nifty. Here's a summary of the portfolio's November performance and ...
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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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