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128 ArticlesPrashanth Krishna

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Book Review: Dead Companies Walking: How a Hedge Fund Manager finds Opportunity in Unexpected Places

One of the enduring things about America is that they don’t overly critique failures. Companies that try and fail are better off than companies that ...
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Premium: Introducing the Long Term Large Cap Portfolio

At Capitalmind, we currently run 4 portfolios : Long Term Portfolio which is a market-cap agnostic portfolio comprising growth stocks that we believe shall ...
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Portfolio: Replacing 3 Stocks and Adding 3 More In Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Book Review: The Spider Network – The Wild Story of a Maths Genius and One of the Greatest Scams in Financial History

At Capitalmind, we love reading books. As part of a new Initiative, we shall come out with short briefs on books we have read. Honest reviews just like you ...
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Nifty 50 – The Runaway Kid!

Markets are rolling higher like no tomorrow. Nifty 50 is up 11% for the year and while the Nifty Small Cap 100 and Nifty Mid Cap 100 aren’t in the same ...
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What are we Reading – Gauging pro-cyclicality and financial vulnerability in Asia

Turkey has been in the news recently as its currency went through a rapid depreciation against the United States Dollar. Then again, it shouldn’t have been ...
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Premium: A Set of Stocks That Are Likely To Benefit From A Growing Rural Economy

Monsoon has been the contributing factor for rural economy. This year has been a big boost for rural households. Starting from MSP hike to loan waivers, ...
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Earnings Growth led Rally or a Valuation led Rally?

In September of 2013, the BJP selected Narendra Modi to become the Prime ministerial Candidate for the forthcoming elections. This was no surprise given that ...
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Does the Retail Public Buy Falling Knives?

Flipkart has what it calls “The Big Billion Dollar Sales”. Amazon calls it “Great Indian Sale”, Brick and Mortar businesses give away discounts in the ...
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Mutual Fund Commissions: 8500 Crores in FY-2018 as Incentives.

Every year, the Association of Mutual Funds in India releases the “Consolidated data on Commission and Expenses paid to Distributors during the previous ...
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