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

1057 ArticlesPremium

1 / 106

The Curious Case of Assets That Live Too Long

This post explores the tricky world of accounting, and highlights how some businesses manipulate the “useful life” of their assets to inflate profits in ...
Cover-Image-Assets-That-Live-Too-Long.jpg

The Yield Frontier: Profiting from G-Sec & Sensex Yield Dynamics

Who doesn't want to time the market? Everyone looks out for the perfect time to shift from debt to equities and vice versa. In this post, we delve into the ...
968692D1-CC35-4877-9477-4D46D359F56F.jpeg

CM Focused Portfolio: Increasing Mid & Smallcap allocation

Following the market correction, we started tracking interesting names in the mid and small-cap space. As part of our latest portfolio rebalance, some of these ...
78CF6C2C-4496-4EDC-AB90-75D4A651716B.jpeg

Best Fixed Income Instruments for 2023

In this post, we explore some of the best fixed-income investment options available in India in 2023. We've categorized these options based on their risk ...
E4CF6C8F-3A44-4F11-9664-4A4A6C75B13C.jpeg

CM Fixed Income Portfolio: Increasing Duration

As interest rates rise steeply due to higher inflation, tightening liquidity, and international bond movements, REITs and InvITs funds have been adversely ...
CM-Fixed-Income-Rebalance.jpg

The Yes Bank Unlock: Prepare for a deluge

As the 3-year lock-in period for Yes Bank shares nears its end, it's worth examining the progress made by the bank since its restructuring. Have they achieved ...
Yes-Bank-Unlock.jpeg

Discovering companies at the TNIA 20:20 Ideas Summit

Stories about stocks are always interesting. In a recent conference in Chennai, 20 stocks were presented, and we run you through what we thought of the lot. ...
Tamil-Nadu-Investors-Association-20-20-Ideas-Summit.jpeg

Does Joel Greenblatt’s Magic Formula work in India?

Does Joel Greenblatt's "magic formula" strategy live up to its name in Indian markets? We look at how the formula has worked in the past, selecting companies ...
Greenblatt-Magic-Formula.jpeg

Experimental: Radio City Preferential Bonus Share Opportunity

MBL runs Radio City FM and is owned by the Jagran Prakashan group. It operates 39 stations in major cities and smaller towns in India and has an 18% market ...
60643B06-3CF9-45A8-9815-449EC11CF325.jpeg

LIC has a golden goose that gives a big profit every quarter

It’s a behemoth, this LIC. It’s bigger than all Indian mutual funds put together in assets, bigger than India's largest bank's deposits. And what it seems ...
Golden-Goose.jpg