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83 ArticlesCM Team

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[13 Aug 22] Newsletter: Independence day offer, Market overview & 5 good reads!

🔆 Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week 🔆 Links we like: 5 good reads on markets & money 🔆 Independence Day ...
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[6 Aug 22] Newsletter: Market Overview, 5 Good Reads & Capitalmind Weekly Show!

. ⚡ Market Overview: Sensex 30 PE trend, Macro markers & Top stocks of the week ⚡ Links we like: 5 good reads on markets & money ⚡ Capitalmind Show: ...
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Podcast: Why the crypto crash impacts you?

Cryptocurrencies were all the rage in the past few years on account of rising asset prices and volatility. Now, they are going through a bear market that has ...
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Will funds squeeze hurt Vi’s 5G prospects?

With the 5G spectrum auctions round the corner, Reliance Jio and Bharti Airtel look set to make strong bids. Can Vi mount a worthy challenge or will it end up ...
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Radico Khaitan – Spirited to Shine?

Radico Khaitan makes and sells alcoholic beverages in India. Formerly known as Rampur Distillery, the company used to be a spirits supplier and bottler for ...
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Newsletter: Mutual Funds investing in loss making IPOs, Thinking in odds, Measuring quality & More

🌟 5x5: Five articles summarised in five lines . 🔆 Insights: MFs investing in tech stocks that tanked. How bad is it? 🔆 Psychology: Thinking ...
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Nithin Kamath on Fintechs, Fallacy of Recency, Buffett buys ‘dirty’ energy & More

. 🔆 Business: Realistic insights on India's fintech space by Nithin Kamath 🔆 Psychology: Fallacy of recency bias and rare events 🔆 Inflation: ...
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Fallacy of Price Anchoring, Should you time the market?, How long will it take to bottom out, and More.

. 🔆 Psychology: The fallacy of price anchoring after a bull run 🔆 Number Talk: The history of market bottoms and rebounds 🔆 Concepts: The ...
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Berkshire annual meet 2022, Framework to pick winners, Finding alpha & More

. 🔅 Investing: Lessons from Berkshire Hathaway annual meeting 2022 🔅 Actionable: Framework to filter out winners & position sizing 🔅 ...
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How much is the US worth, What’s next for Netflix, Investing lessons from Dalal Street & More

. 🔆 Valuation: Quick theoretical exercise to value a country - the USA 🔆 Business: What went down with Netflix and what's ahead? 🔆 Venture ...
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