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

752 ArticlesGeneral

1 / 76

Podcast #27: The run on debt mutual funds. Is your money safe?

  “The whole money supply in India is about 150 lakh crores. Half of that is in Fixed Deposits with banks. Around 30-40 lakh crores is sitting with ...
post.jpg

Podcast #26: Who moved my market? A deeper look at FIIs.

  “Are FIIs big? Why do we make a big deal of them? The answer is if you think of the Indian market as a whole, today’s market cap of the stock ...
Post.jpg

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. ...
RBL-and-Indusind.jpg

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 ...
ep25_cover.jpg

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 ...
Style-20.jpg

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 ...
Style-10.jpg

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 ...
chRPc-capitalmind-momentum-performance.jpg

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 ...
New-Style-5.jpg

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 ...
The-Capitalmind-Podcast-Artwork-1.jpg

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 ...
The-Opportunity-in-Intangibles-3.jpg