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LT Multicap Monthly Fact Sheet: Nov 2020

November 2020 Monthly Update for the LongTerm Multicap Portfolio The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the ...
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Momentum Monthly Fact Sheet: Nov 2020

Being up 3-odd percent should normally be an acceptable month but 2020 has hardly been a "normal" year. That is when compared to the index which was up 11% in ...
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Burger King IPO: Should you invest?

Burger King opens for subscription on 2nd December,2020. In this post we look at the the IPO and the food services business in India. Burger King has been a ...
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Premium: Why the TCS Buyback Last Time Saw Full Acceptance

We spoke of the TCS Buyback in a recent post: Deep inside the TCS Buyback is a tax efficient dividend. There’s an experimental in progress where ...
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Varroc Engineering: Not Quite Rocking

The listing of Varroc Engineering managed to benefit only the Tata Group. The IPO investors have lost more than three-fifths of their investments. Even the ...
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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 ...
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CM Multicap Portfolio: 12 out of 15 stocks deliver strong earnings growth in Q2 – The Report Card

A round up of Q2 Earnings reports of Capitalmind LongTerm Multicap Portfolio ...
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The Pitfalls of Mid and Small Cap Investing

All investors want to own quality companies in their portfolios, these are all weather companies which if held over long periods of time give satisfactory ...
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How have Index Inclusions & Exclusions performed?

How does getting added to or getting removed from the NIFTY affect a stock's performance? Should you buy index inclusions for the passive inflows that will ...
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Blockbuster Earnings backed by Strong Demand for Balkrishna Industries

Highlight of Balkrishna's 2nd quarter earnings Strong sales growth of 46% on the back of agricultural tyre ...
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