21 results for “LT”

L&T Buyback: Should you tender your shares?

L&T launched its first-ever buyback, sized at 10,000 Cr. This move is primarily to help achieve their FY26 target of an ROE above 18%. If you hold L&T shares, should you tender them?

[9 Jul 22] Newsletter: Market Overview, Links we like & Our weekly show

Quick glance - Nifty 50 PE ratio - Valuation indicator for the current markets - Hits & Misses - Stocks that gained and lost the most - Links we like - 5 good reads on markets & money - Capitalmind Show - Kya Lagta Hai Bazaar .

Capitalmind Saturday Coffee | 3rd April 2021 edition

The 3rd April 2021 Saturday Coffee with Capitalmind Edition ☕️

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.

Varun Beverages: Bottled up for further rally?

Share prices of PepsiCo’s second-largest bottler outside the US have been on a roll. Since listing, Varun Beverages share prices have rallied 7 times more than than that of PepsiCo. Read more to find out what led to this rally in the share prices and what lies ahead for the soft drink manufacturer.

How Capitalmind Portfolios did in 2020

Capitalmind subscribers get access to five core portfolios (three equity, one debt, and one index+Futures strategy). Each one is designed for distinct risk-return profiles and plays a role in an individual's asset allocation framework. In this post, we summarise the performance of the portfolios and other short-term ideas we closed in 2020.

Momentum Monthly Fact Sheet: Dec 2020

The monthly performance update for the Momentum Portfolio in the last month of 2020. Momentum returned just over 7% for the month more-or-less matching the broader markets.

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 November. Going by November performance, a more appropriate name for this portfolio should've been the Drowsy Portfolio. But we'll hold off on renaming the portfolio just yet.

How to think about picking stocks in India

What are the chances of any stock in your portfolio being a failed investment? It depends on how you define "failed investment" 30%: If it means suffering an erosion massive enough to mean significant and permanent loss of capital 47%: If it also includes stocks that fail to offer some positive return over 5+ years 53%: If it also includes stocks that fail to beat cash sitting in your savings account Here's why.

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

A Fast Moving Stock Gets Into the Multicap Portfolio

The Mindtree L&T Takeover Saga Raises the Question - To whom does a Company belong?

L&T Reports 41% Growth In PAT Excluding Its Divestment In Insurance Biz

Porinju’s entry into LT Foods (maker of Daawat Basmati) drives the stock up 17%

Finally, The Government Shows Signs of Selling Their SUUTI Holdings

Tata Steel UK Shutsdown - What Happened? - Impact on Steel Industry

LearnTA: Pivot Points and Their Range Implications

Technicals: The BB-Reject+MACD Strategy Works On Hourlies Too

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ONGC bumps up Nifty EPS

LinkFest #2: Keeping it Simple, NFOs, Gold.