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Trading the Reliance Rights Issue Like an Option

The Reliance Rights issue Opened today, we’ve written earlier about it here We did a super interesting #experimental trade on the Rights Issue which is ...
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The Franklin Debacle: Six Debt Funds Shuttered, and Impact on Debt Funds

Franklin Templeton India has halted new entries and exits on 6 of it’s debt funds: Ultra Short Bond Fund Low Duration Fund Short Term Income Fund Credit ...
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Actionable: Opportunity courtesy Vodafone Idea [Premium Unlocked]

Update, 11 July 2020: We exit this trade with Vodafone Idea paying Franklin in full, and the trade nets a return of 5% in 6 days. (Read the closing post) ...
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Ask Me Anything With Deepak Shenoy

We did an ‘Ask Me Anything’ session for Capitalmind’s premium subscribers with Deepak Shenoy (CEO). Deepak answered a range of questions ...
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Premium (Unlocked) – Annual report review : Balkrishna Industries (BKT)

As part of a new initiative we will review annual reports of companies. Annual reports of some companies are voluminous and lot of the material can be skimmed ...
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Premium (Unlocked): Analyzing the Returns of the Momentum Portfolio at Capitalmind

We have some interesting insights from two strategies that focused purely on Price Momentum in the last year or so. With 25%+ returns, here’s a look at ...
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Premium (Unlocked): Fundas: Cash Flow – The Truth About Profit

The importance of Profits getting converted to Cash What happens when accounting profits are higher or lower than cash profits? How does it impact the company? ...
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Premium: The Big Whales Report for the December Quarter is Here!

The Big Whales Report for the December quarter is out! (Click here) There are investors and then there are investors. But the biggest of them all come in and ...
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Premium (Unlocked): The Performance of the Capitalmind Premium Portfolios in 2017

2017 was a good year for the financial markets. Save for a few, almost every stock market registered gains. Our own markets weren’t different with both ...
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Premium (Unlocked): The First Year of a New Momentum Portfolio Gives Us 64%

So here it is. We now celebrate the first anniversary of our new Momentum based investing strategy and its time to take a quick look at how it has done! Before ...
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