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[Premium] The Bonus Stripping Opportunity to Reduce Your Taxes
Have you sold some ESOPs or unlisted company shares at a profit? Do you have any debt funds you want to exit due to their debt holdings but don't want to pay ...
Portfolio: Changes in the Premium Momentum Portfolio – December 2019
In the last post 'Revisiting Momentum', we reiterated the objective and outlined at a high-level, changes to the momentum portfolio methodology. The question ...
Revisiting The Momentum Strategy at Capitalmind
“The more things change, the more they stay the same.” - Jean Baptiste Alphonse Karr This brief post is for current followers of the momentum strategy, ...
Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio
In continuation to our results post of companies in our multicap portfolio, we take a look at results of two more companies in this post. This time, results ...
Vodafone Idea – The Potential Hit to Mutual Funds Due To The Supreme Court Ruling
What's with the Vodafone-Idea combine? Things look horrible. The recent ruling of supreme court regarding the definition of "Adjusted Gross Revenue" (AGR) has ...
Premium: Why Equitas and Ujjivan Get a Lousy Valuation Compared To The Banks They Own
There are some excellent banking stocks valued at much lesser than their peers, and growing. Two small finance banks - Ujjivan and Equitas - have been doing ...
Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio
Q2FY20 results of company's have started coming in, in this post we take stock of the results of companies in our long term multicap portfolio. We start off by ...
Portfolio: Changes in the Premium Momentum Portfolio – November 2019
The mojo in markets which had all but disappeared over the long winter it has witnessed is finally seeing strains of green shoots. Whether these early shoots ...
Taking Stock: A Deeper Look at Alkyl Amines
It has been a while since we have looked at individual stocks in detail. As part of our taking stock series we look at stocks in depth, check the detailed ...
Premium: A Fast Moving Stock Gets Into the Multicap Portfolio
This is an interesting opportunity, but one that's fairly risky simply because it's moved up fast. The problem with adding stocks at new all time highs is that ...
