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Why RBL And Indusind May Not Be The Next Yes Bank

The Yes Bank fiasco made all the other smaller private banks look bad. We think, unfairly, which is the point of this post. Yes Bank had undisclosed NPAs. ...
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Podcast #25: How do you invest through a panic?

  ‘If you were to think of yourself as not as risk averse and you can do a 50-50 allocation and you’re currently at 90:10 then take the remaining ...
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Podcast #24: How big is LIC anyway?

  ‘Roughly for every taxpayer we have one policy holder in LIC. So it’s literally saying they own the insurance space, and probably all of ...
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Running on OPM: Other People’s Money

This is a guest post by Vikas Kasturi (@VikasKasturi). He is a value investor based out of Bengaluru. All views expressed are solely those of the author. The ...
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The Capitalmind Momentum Smallcase

Note: Capitalmind Premium subscribers already have access to the Momentum smallcase at no extra cost. Please ping us on #helpdesk if you have questions. We ...
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Guest Post: Elementary high school ideas that work in Investing

This is a guest post by Vikas Kasturi (@VikasKasturi). He is a value investor based out of Bengaluru. All views expressed are solely those of the author. The ...
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Podcast #20: Surviving a bear attack – how Dhirubhai did it

“The bear cartel was successful in bringing the share price down but Dhirubhai was smart. He realized that if this bear cartel was allowed to go on, they ...
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Our Best Stuff in 2019

2019 is sliding towards a close, it has been an interesting year in the markets. Interesting developments have taken place along the year – issues with ...
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Podcast: The PMC Bank Debacle (Episode-10)

  Host Shray Chandra (Director) and Deepak Shenoy (CEO) discuss in detail about the troubles at the Punjab and Maharashtra Cooperative (PMC) Bank, the ...
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Markets Have Recovered – Is It Happy Times Again?

Prediction is hard, especially when it’s about the future - Anonymous We are told that prediction is bad and one shouldn’t try to time the market. Time in ...
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