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25 ArticlesCapitalmind LongTerm MultiCap Portfolio

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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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Axis Bank: One right step at a time

For better or worse, banks take centre-stage during testing times. Times like now separate the wheat from the chaff. Today we look at Axis bank – which ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

The 2W industry is at an interesting juncture. Personal mobility is one of the drivers for 2W sales going ahead. In addition, the expectation of good monsoons ...
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Buying the 2nd tranche of the Longterm MultiCap Portfolio

Action: We’re buying the 2nd tranche of 4 into the LongTerm MultiCap Portfolio that we entered in April. Since initiating the portfolio in April, it is ...
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Impact of a terminated 4,000 cr. contract on Aarti Industries

Aarti Industries was in the news this week. One of its long term (10 year) contract was terminated, and the company will receive $120-130 million, roughly ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health ...
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