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

983 ArticlesPremium

1 / 99

Mahanagar Gas: Stands out among City Gas Distributors

The city gas distribution industry is the best business to be in the entire oil and gas space. And there are reasons for it: limited regulation, low ...
Variant-4.jpg

Dodla Dairy IPO: Will it nourish investors?

The Dairy industry has been in an uncanny situation since last few years. The listed players are quoting at exorbitant valuations without any growth. Amidst ...
robert-hrovat-jzHb2uzrHiM-unsplash-1.jpg

Sona Comstar: Largest Auto-components’ IPO is Blackstone’s payday

Sona BLW Precision Forgings Ltd.’s ₹ 5,550 crore will be the largest ever auto-component maker’s IPO in India. This will be the second-largest IPO of ...
Image-12-06-21-at-12-4.jpg

The May when everything seemed possible: CM Focused and CM Passive Performance Roundup

May 2021 was a stellar month for the markets & CM portfolios. The index was up 6.5% & Focused portfolio was up by 12.1%. The disconnect between the economy & ...
joanna-kosinska-vouDD7K0FoA-unsplash-1-2.jpg

Amber Enterprises: Running hot in the cooling business

Amber Enterprises – the brand behind the AC “brands” in India, the company with an unrivaled position in the domestic AC manufacturing business, and the ...
Rectangle-88.jpg

Reliance: Counting on Jio & Retail to drive growth

Reliance, India's largest company by market cap, has underperformed the index in the last six months. But if you look deeply there's a growth story waiting to ...
Featured-Image-20.jpg

SBI Cards: Does it have an edge in India’s digital payment ecosystem?

What's with the second largest card issuer in India? SBI Cards listed in 2020. But then Covid hit, and hit hard. You can't travel so you won't hit the card ...
SBI-featured-V1.jpg

Uncle Theta makes a comeback – Thursday trade

An extension of the popular Wednesday Options trade where we do a detailed walk-through of our inductive data-backed approach to arrive at an improved version ...
Variant-2Wordpresss.jpg

Testing times for trend-followers in April 2021

The glory days of 2020, that of unceasing trends, seem like a distant past now.  We are in the second month, ever since trends on the index almost ceased ...
chase-bannder.jpg

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: ...
ReliancePP-scaled.jpg