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243 ArticlesShreesh Biradar

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Portfolio: Taking One Exit and Adding 8 More Stocks to DivYield Portfolio

Dividend Yield portfolio is designed for investors who want consistent cashflows for their investments over a period of longer term. Dividend was one of the ...
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Walk the Talk: Conference Call Insights from the Auto Manufacturers – Q3FY19

As part of our  Walk the Talk series started last quarter, we look at the quarterly results and conference calls of companies in the selected industry and ...
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The Uno Minda and Harita Merger – Is There An Arbitrage Opp?

Harita Seating has recently announced its merger with Minda Industries. The merger comes at a low point for Harita seating in terms of slowing fundamentals. ...
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Outlier In Focus: A Quick View of Varun Beverages Limited

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. See a video of how Outliers ...
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Q3FY19 Earnings Report: Results in Long Term Multicap Portfolio

The season of Q3 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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Interim Budget 2019: Rural Economy Sees A Not So Great 75,000 Cr Boost

The interim budget seems to be farmer and middle class centric, rather than a development one. They peg expenditure for FY20 at a total of Rs 27.84 lakh Cr. Of ...
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Linde India Delisting – Value Premium or Greed

Linde India is part of the global Linde Group and is owned by BOC UK.  Linde India is a major player in India for industrial gases with more than 20 ...
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Jet Airways – What It Would Take To Keep Flying

Aviation is one of the few Industries where the odds of success are so low that anyone who ventures would better be well funded and well executed to sustain ...
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Outlier in Focus: A Quick View of IOL Chemicals and Pharmaceuticals

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. See a video of how Outliers ...
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Taking Stock – A Deeper Look at JM Financials

As part of our taking stock series started in 2017, in this post we analyze JM Financials – leading Financial services and Asset Reconstruction company ...
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