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Jan 7

⭐ Get 3 Capitalmind Smallcases in one single subscription. 🚀 TWO factor based, quantitative smallcases: 1⃣ Momentum 2⃣ Low Vol 🎯 ONE fundamental growth smallcase: 3⃣ Focused ⚡ Search “capitalmind” on the

@smallcaseHQ

website or app More details in the thread🧵

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Divyansh Agnani

@divyanshagnani

Jan 29

🗞️ Does Joel Greenblatt's "magic formula" strategy live up to its name in Indian markets? Our back test provides insight into what has worked, what hasn't, and how the strategy has compared to the Nifty. Read here (with a

subscription):

Does Joel Greenblatt's Magic Formula work in India? - Capitalmind

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 in the Indian universe over the last 10...

🎙 Podcast: What happens when a company goes bankrupt?

explains how the Insolvency and Bankruptcy Board (IBC) works and what we can learn from Sintex, Ruchi Soya and many others Why you need to stop buying bankrupt companies [Podcast EP48] capitalmind.in/2022/03/podcas

Jan 28

Set Off and Carry Forward of Losses – Rules & Restrictions capitalmind.in/2021/02/tax-fi #taxation

Jan 28

The basics of designing a trend-following system by the most reputed proponent of the art On our recommended reading list for investors: Stocks on the Move: Beating the Market with Hedge Fund Momentum Strategies by Andreas Clenow amzn.to/3qQakMm #cmreadinglist

Jan 28

The Hindenburg report on the Adani group reminds us of the bear attack faced by Reliance in 1982 👀 Although it's not the same thing, it does rhyme. 🎙️Here's

narrating the legendary tale of Dhirubhai Ambani surviving a bear attack. capitalmind.in/2020/01/podcas

A compilation of books on valuations, fundamental investing, trend-following and more by the

team: capitalmind.in/2021/01/recomm

If you asked someone in 2012: Who'll change telecom? The answer would have been Bharti Airtel. Then, how did an oil refiner like Reliance win telecom in India? 🤯

reflects on the unpredictable nature of innovation💡

Wealth Letter Aug 2022: Change, sometimes, is invisible - Capitalmind

[This is an excerpt from the Aug 2022 letter to Capitalmind PMS Clients] It’s been a good month in July 2022, with the markets returning about 8% at the Nifty. Our active portfolio returns have been...

Deepak Shenoy

Going live now!

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SEBI recently released a comprehensive report detailing how F&O traders have fared over Fy19 and F22

Let's discuss and further analyze this data with @deepakshenoy Join LIVE at 4 PM: youtube.com/watch?v=qxTCtg

📉SEBI recently released a comprehensive report detailing how F&O traders have fared over Fy19 and F22 🎙️Let's discuss and further analyze this data with

Join LIVE at 4 PM: youtube.com/watch?v=qxTCtg

📉SEBI recently released a comprehensive report detailing how F&O traders have fared over Fy19 and F22 🎙️Let's discuss and further analyze this data with

Join LIVE at 4 PM: youtube.com/watch?v=qxTCtg

How Market Linked Debentures (MLDs) Work capitalmind.in/2021/09/how-ma by

Are you looking for the best smallcase to invest in for the long term in 2023? This article will help you think about how to pick one 🎯

Looking for the best smallcase to invest in 2023? Make sure you look at these five things first. -...

Capitalmind Momentum is one of the longest-running and strongest-performing momentum portfolios available. Here are five things to consider when looking for the best smallcase to subscribe to.

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Get 3 Capitalmind Smallcases in one single subscription.

TWO factor based, quantitative smallcases:

Momentum

Low Vol

ONE fundamental growth smallcase:

Focused

Search “capitalmind” on the @smallcaseHQ website or app More details in the thread

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Jan 26

Don't hitch-hike in your investment journey. Pick your ride with

@smallcaseHQ

🤙 ✨Get THREE ready-to-invest, thematic smallcases in ONE subscription with Capitalmind smallcase. Subscribe: capitalmind.smallcase.com

0:30

2.7K views

Rejoicing in the glory of our Nation and wishing everyone a very Happy Republic Day 🇮🇳 #RepublicDay2023

Jan 25

💰"NPCI spends just ~680 crores per year maintaining the UPI infrastructure. Compare that against the float income that banks make on the additional 1 lac crore float..." says

while asserting on keeping UPI free. 🎙 Listen in!

Podcast: UPI is most valuable when free

Deepak firmly believes that the payments ecosystem (and the economy as a whole) will gain much more than any fees on UPI transactions will. As always, Deepak has a context to his argument and covers...

Jan 25

Which is the best NIFTY Factor Index? capitalmind.in/2021/09/best-n by

@CalmInvestor

- I think "bank mgmt says in a conf FALL" may have been a Freudian slip 🤪 Great thread - love the language style 😃 #yesbank

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Deepak Shenoy

Jan 24

What does this mean to investors in these bonds tho? Bank mgmt says in conf fall: the bank can decide not to pay interest at all and not to buy back the bonds at all. So if you own a bond, and you don't get interest, and don't get principal, do you own a bond at all? /end.

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Jan 25

How to make better decisions: A critical life meta-skill capitalmind.in/2021/06/how-to by

@CalmInvestor

Deepak Shenoy

Jan 24

In 2016 or 2017, I learnt that AT1 bonds - which should be called WMD bonds - were being sold to retired people. I had n idea what AT1 bonds were, so I went to look. This is going to be a primer. AT1 bonds are a strange beast. Mostly because they aren't bonds.

188

775

Just like it's hard to come across many healthy, fit individuals even though "how to lose weight" books sell in the tens of millions... It's hard to come across successful investors even though millions read books on investing. Why so? 🤷🏾‍♂️

How the best investors deal with being wrong - Capitalmind

The Art of Execution: How the world's best investors get it wrong and still make millions by Lee Freeman-Shor is one of the few investing books that focuses on how successful investors differ from...

Jan 24

🎙Our podcast on inflation. But not like how it was discussed in your economics class 😎 What you know about inflation might be wrong capitalmind.in/2022/02/podcas

Jan 23

An investing classic. Principles of distressed debt investing that apply to value investors. On our recommended reading list for investors: The most important thing by Howard Marks amzn.to/3ppWVsM #cmreadinglist

Jan 23

Is it good to sacrifice growth for lower inflation by increasing interest rates?

shares his views Full video: youtu.be/cabJ6Alpqg0

2:10

524 views

How much gold does

have in his personal portfolio?💰 Full video: youtu.be/cabJ6Alpqg0

2:19

1.7K views

🎙In this podcast,

talks about the practical concept of Inflation with examples, its impact on your investments, its impact on your daily lives, and how it impacts individuals differently. What you know about inflation might be wrong capitalmind.in/2022/02/podcas

Jan 21

Invest early or you're toast. Just one of the many investing myths we're all told. The Five Myths about Investing capitalmind.in/2021/12/the-fi by

Keep your investing identity small capitalmind.in/2021/10/keep-y by

How to tell if reported earnings are real or a result of clever manipulation? On our recommended reading list for investors: Financial Shenanigans by Howard Schilit amzn.to/2LZkafy Some understanding of accounting required. #cmreadinglist

Jan 21

Does it make sense to invest in Chinese stocks? 🐉

list his reasons to stay away from Chinese markets for now Full video: youtu.be/cabJ6Alpqg0

1:39

889 views

Full house at

PMS townhall today! ✨

and

@CalmInvestor

share our investing philosophy for 2023 & beyond!

Jan 20

Everything you need to know about Rights Issue of shares capitalmind.in/2021/10/what-i

Jan 20

One of the rare books on value investing set in an Indian context. On our recommended reading list for investors: Value Investing and Behavioural Finance by Parag Parikh amzn.to/3bdz0aZ #cmreadinglist

Jan 19

What are the sources of competitive advantage that enable high returns on capital? On our recommended reading list for investors: Competition Demystified: A Radically Simplified Approach to Business Strategy by Greenwald and Kahn amzn.to/3qBLIXl #cmreadinglist

Paytm Money

@PaytmMoney

Jan 19

IPO season for 2023 is off to an amazing start with Adani Enterprises' FPO worth ₹20,000 crores going live on 27 Jan. Wondering if you should invest? Join us on #IPOPeCharcha with

@AdeParimal

as they share insights on this.

The corporate governance issues at startups comes when there's a funding winter. We talked about it: On incentives, governance and potential failures at startups, in "the world with high interest rates" podcast. 🎙️Here's a clip: Full Episode: capitalmind.in/2022/11/podcas

1:10

392 views

Thanks for the nudge

👍

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Rick

@simplepassive

Jan 18

Replying to @deepakshenoy

Remembering your words from your podcast on higher interest rates and corporate governance issues at startups

Warren Buffett famously said 🤌 "It's only when the tide goes out that you learn who has been swimming naked" In the case of Venture Capital, this tide is the liquidity of funds.

mentioned this in our Nov 2022 podcast 🎙️ Full Episode: capitalmind.in/2022/11/podcas

1:10

1.9K views

Wait, what? 👀 Buying a Holding company is like buying a mutual fund?