38 results for “Capitalmind Slack”

[08 Oct 22] Newsletter: Market Overview, Story from Capitalmind Community, 5 Good Reads & More

. 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: What's driving hotel stocks?, Nifty against other indices & Audience questions 🔆 Celebrating Community: Atul Godbole aces Comrades 2022 .

Why you need to stop buying bankrupt companies [Podcast EP48]

What happens when a company goes bankrupt? Why do investors buy their stocks that are headed to zero? In this episode, we explore how the Insolvency and Bankruptcy Code (IBC) has changed the game. Deepak explains the many nuances of current regulations and how they've evolved. We dive into examples such as Bhushan Steel, Sintex and Ruchi Soya - which we hope will give you clarity. Listen in and decide. Would you stay the hell away from such stocks, or start hunting for bargains?

ICICI Strategic Metal & Equity FOF, How HNIs invest in IPO, Fixed Income Portfolio Update & More

In this week's edition, 👉 A quick take on the ICICI Prudential Strategic Metal and Energy Equity FoF (NFO) 👉 1 latest article & 1 podcast from the Capitalmind research desk 👉 5 conversations from the slack community 👉 5 interesting reads from across the internet

HGS stake sale, AGR dues converted to equity, Where to invest in 2022 & More

HGS & a billion-dollar stake sale | Government claims stake in Vodafone Idea & Tata Tele | Capitalmind Momentum Portfolio in 2021 | TCS experimental trade | Where to invest in 2022 - all this and much more in the latest Capitalmind Saturday Coffee Newsletter!

Bharat Pe, Chase Strategy in 2021, Deepak's Memo & More

New Year Offer, Falling Lira, Ailing RBL, & More

Spandana Sphoorty's boardroom hustle, Star health IPO Fizzle, Crypto exchanges commingle & More

The best index fund, IndusInd whistleblower, Musk sells stock and more

Mutual fund sahi hai but good time to buy yahi hai?

Crazy NFT, Exciting MLD, and a Crazy Exciting IPO Market!

EP41: Term Insurance - Why and when do you need it?

This financial instrument earns 36% per year!

First hand lessons for Investors and Traders from the Capitalmind Premium Community

"What the market teaches you is humility. That you can take nothing for granted, and that value is a figment of your imagination. Investing decisions, therefore are ticking time bombs. We all make mistakes and that’s just fine. But we would be stupid to not admit when we are wrong. Humility is the first thing the market teaches you – you earlier learn it fast, or it will be the last thing the market teaches you." On Teachers' Day, members of the incredible Capitalmind Premium community share their biggest learnings from the markets. Novice or Experienced veteran, Investor or Trader, you will find some incredible food for thought here.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

Capitalmind Saturday Coffee | 15th May 2021 Edition

Jubilant Ingrevia : Aligning Verticals, Consolidating Growth

Creating value through demergers is a double edge sword. Few succeed & many fail. It gives the option to investors to choose which businesses to invest in. Historically demergers from a good conglomerates always gained investors interest. On Feb 1st 2021, the chemical business of Jubilant Life Sciences was demerged as Jubilant Ingrevia. Later Jubilant Life Sciences was renamed as Jubilant Pharmova. In this post, let's discuss how this new demerged entity is poised for growth?

RBIs Big Bond Buying Program and Why we aren't changing the Fixed Income Portfolio

To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. Is this going to massively change things? Deepak writes about how this isn't as big a deal in terms of financing the deficit, but big enough to keep yields low. And so, we don't have to change our fixed income portfolio positioning.

The house view on Kovai Medical

LT Multicap is now revamped. A new approach, A new identity: The Focused Portfolio

Over the last couple of months, we at Capitalmind introspected about the Long Term Portfolio. One, how can we improve the Long Term Multicap portfolio returns? And two, how can we avoid major drawdowns? In the process, we revamped it as a Growth Focused portfolio introducing portfolio weights, position sizing with price-technical input and a name change. Read on.

The house view on IRCTC

In our "House view" series, we publish summaries of discussions on Capitalmind slack forum. Think of them as short crowd-sourced primers about the business, before diving deep. The last one was on Bajaj Finance and its prospects. This one is about IRCTC & why it is the best performing stock in the Indian Railway's universe.

The house view on Bajaj Finance

Capitalmind Premium Slack Community - A tucked-away treasure trove

In this post, I sit back and reflect on what the Capitalmind community is all about and how it has helped me (and many others) get better. Better not just at investing or trading, but at everything else that involves some decision making or even skill-building.

[Media] On CNBC TV18: Smart Money on Momentum, Risks, Books and more

Where Deepak speaks about Momentum, Risks and Discipline in investing.

Podcast #32: Getting started with health insurance

In this episode, Deepak and Shray invite Ruchir, co-founder of OneAssure, to walk us through how to get started with health insurance.

The one reason why you should probably not subscribe to Capitalmind

What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next few weeks and months. And who probably should not subscribe to Capitalmind Premium

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

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

Podcast #25: How do you invest through a panic?

Our Best Stuff in 2019

Podcast #18: How to Master Your Cash Flows with Credit-Cards and Overdrafts

How To Buy A Mutual Fund (Ep-14)

Podcast: Should You Buy A House? (Ep-13)

Podcast: Will Corporate Tax Cuts Fix India's Bruised Economy? (Ep-11)

Podcast: The PMC Bank Debacle (Episode-10)

Podcast: Anupam Gupta on Regular Investing and Where To Focus

On Slack: Capitalmind Slack Statistics, A Failing State, Bull Market, Epic Turning Point, Invest in U.S. Equity Markets, Labour Abuse, Wilful Defaulters and more....

Video: Capitalmind's FII Data Explained

Video: How To Strategically Create Option Trades

Uncle Theta is going audio-visual today. We bring you thoughts on how to build spreads using data crunched through the Capitalmind Snap platform. Watch as disciple Vashistha first decodes the 1SD range of the Nifty as indicated by longer duration options through Snap, and then figures out what kind of spread to write and where.