Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

18 ArticlesExperimentals

1 / 2

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 ...
BPCL-scaled.jpg

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 ...
Majesco-scaled.jpg

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 ...
Experimental-scaled.jpg

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. ...
TataSteelPP-scaled.jpg

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 ...
DHFL-scaled.jpg

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 ...
stocks-cover-image.jpg

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 ...
Tata-Steel-scaled.jpg

Experimentals: That Tata Steel Trade Once Again

We have yet another experimental, after a very successful IDFC trade. This one's more short term and needs some capital (5 lakh+) to execute, for a relatively ...
Tata-Steel-scaled.jpg

An “Experimental” Exit: IDFC Does What We Expected It To Do After an RBI Suggestion

A committee of the RBI has suggested that a bunch of changes be done to the Bank Licensing norms, which are very interesting in how they impact current banks ...
IDFC-scaled.jpg

A Special Situation Opportunity Only For Those That Don’t Pay Tax

In Capitalmind Premium, we run a bunch of "experimentals". These are ideas that may not apply to everyone equally, or may have a very short term focus, or have ...
Special-Situation-scaled.jpg