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20 ArticlesCapitalmind LongTerm MultiCap Portfolio

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Garware Technical Fibres: A Good Catch

Most of us at a certain point either directly or indirectly have come across the products manufactured by this mid-cap company – Garware Technical Fibres ...
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LT Multicap Monthly Fact Sheet: Sep 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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Premium: Culling the Multicap Portfolio Means a Few Exits

The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things: Pare down the list to just ...
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The one reason why you should probably not subscribe to Capitalmind

What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next ...
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Manappuram: All that glitters

NBFC was already a four-letter word coming into 2020, courtesy DHFL. Then the pandemic brought all economic activity to a screeching halt. Not a great time to ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In this post we look at the results of a pipe company in our portfolio. The company is moving towards lightning its balance sheet and has made moves in the ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

This company in our portfolio is from the chemical industry. It is run by technocrats and has a well diversified portfolio. It has 100+ product portfolio and ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

The global OHT market is estimated to be $12 Billion. This company in our portfolio has a global market share of 8% in agricultural tyres and 2-3% in the OTR ...
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Bharti Airtel: Phoenix Rising From The Ashes

This Premium article has now been unlocked for free access The Indian telecom sector is entering a phase of tariff discipline which along with paradigm shift ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In continuation to our coverage of results for our portfolio companies, we cover two consumer facing businesses in this post. Consumer facing businesses will ...
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