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22 ArticlesExperimentals

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An Experimental Trade: Rising Oil Enough For A Rerating?

India’s largest oil and gas explorer – Oil and Natural Gas Corporation Ltd.’s – fate turned around in the last six months of 2021. Needless to say, ...
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Capitalmind Saturday Coffee | 15th May 2021 Edition

We’ll start with looking at what moved the markets, check out all that is published by the Capitalmind team throughout the week, bring to you the best ...
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The Reliance Partially Paid Share Brings Another Opportunity

We have a rare opportunity for an arbitrage return of a decent size.  This is the Reliance Partially Paid Share, and the opportunity is an experimental (read: ...
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Experimental: Betting on the Government To Sell BPCL

It has never paid to bet on the government in India. But despite it, and because we seem to like to inflict pain on ourselves, we're going to make an ...
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The Majesco Experimental Closes Today, Ending Weeks of Upper Circuit Agony

It's 12% in three months, folks. On what was effectively a fixed-income-ish trade - relatively low risk.  The story: Majesco.  Read on for how we ...
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Experimental Exit: POWERINDIA with 46% Returns in 7 months

We started an experimental trade on POWERINDIA (ABB Power Products) in August 2020. This has returned a decent 46% return in about seven months. Read on to ...
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What It Means When Tata Steel Calls Its Partially Paid Shares

Tata Steel has "called" the partially paid shares that it issued three years ago in Jan 2018. A rights issue created a "partially paid" share, for which Rs. ...
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Experimentals: A Great Beginning to 2021 with TCS, Majesco and Wipro

We've had some very interesting experimentals in 2020, and we have a great start in 2021 in closing three experimentals with a reasonable profit, in the first ...
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The Best of Capitalmind in 2020

Imagine telling someone back in March that equities are an essential asset class. Try telling someone now the foundation of a good investment plan is asset ...
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Closing the Tata Steel Experimental: Furious Rally, Quick Return

We posted just a day back about an experimental we had taken on December 5th. It was an arbitrage between Tata Steel’s partially paid share, as a long ...
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