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52 ArticlesKrishna Appala

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Dodla Dairy IPO: Will it nourish investors?

The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst ...
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The May when everything seemed possible: CM Focused and CM Passive Performance Roundup

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 & ...
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CM Focused & CM Passive make new lifetime highs in April 2021

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. ...
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PowerGrid InvIT: Should you invest?

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 ...
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Jubilant Ingrevia : Aligning Verticals, Consolidating Growth

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. ...
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Lodha Developers IPO: Should you invest?

Lodha & being 3rd time lucky The company deferred its plans twice citing weak demand and market conditions. Incidentally both the attempts timed the market ...
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LT Multicap is now revamped. A new approach, A new identity: The Focused Portfolio

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? ...
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The house view on IRCTC

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, ...
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Just Dial : How India’s first search engine is making a strong comeback

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 ...
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The house view on Bajaj Finance

Under the right circumstances, groups are remarkably intelligent. -James Surowiecki , Author of The Wisdom of Crowds The Capitalmind Slack forum started back ...
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