Capitalmind
@capitalmind_in
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We are a SEBI-registered Portfolio Management Service offering long-term wealth-building with effective investment strategies. More:
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Joined August 2014
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Pinned Tweet
Meeting
@capitalmind_in
for the first time?🤝
Let us introduce ourselves, very quickly🧵⤵️
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🇹🇷 The Turkish currency, Lira, is falling like a rock. It has lost ~88% of its value in the last 10 years 😳
Inflation has exploded to ~20%. In reality, it can be even 40% 💥
What is happening in Turkey? Is it heading for hyperinflation as Venezuela did?
A thread 🧵🧵
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629
Wish you all a Happy Diwali! Here's a 20% Diwali discount on Capitalmind Premium (annual) subscription!
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[Premium] The Capitalmind LongTerm MultiCap Portfolio revamped. By
@deepakshenoy
and the
@capitalmind_in
team
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Want to hit reset on your portfolios?
Subscribe to Capitalmind Premium.
Use Coupon Code: RESET21
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⚡️⚡️ This initiative can be a UPI style disruption in E-Commerce!
Indian banks rushed to buy a stake in Open Network for Digital Commerce (ONDC) project.
No, It's not a hot new start-up.
No, It's not a government regulator.
A very quick overview about ONDC🧵
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Good traders always worry about blowing up. So they cap exposure to any single position. They lose less.
But, active investors have the opposite problem. They tend to under allocate to their winners. So they win lesser.
⭐ 3 step framework to let your winners, WIN
Thread🧵🧵
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2022 is coming 🥳
The dawn of a new year is a good chance to sort things out and start things up.
To sort and start things "Moneywise"-
Here's a 10-point thread with All the Financial Advice You'll Need 🧵🧵👇
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‘About 40% of all the tax that you pay is going not to build infrastructure, not to feed the hungry, not to pay farmers for food! It’s going towards interest payments on the debt the government has borrowed in the past.'
@deepakshenoy
More in our Podcast:
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The brilliance
@AswathDamodaran
is in saying the most complicated things in the simplest of ways.
Here's yet another example 👇
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'I was actually bankrupt when I was 30 years old...a lot of the things that happened at that time was simply because I had no idea how personal finances should be managed'
More in our Podcast with
@deepakshenoy
&
@uptickr
4
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👔 There's a whole new pandemic of “Advisory” services promising “guaranteed 100% per month” or “3% per day” or whatever abuse of compounding they fancy.
Do not let these "tips" services sucker you.
Today's thread has "tips" to deal with these "tipsters"🧵🧵
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Find the signal in the noise of falling markets.
Subscribe to Capitalmind Premium.
Coupon Code: SIMPLIFY25
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Introducing Capitalmind Chase | A systematic index trend following strategy
2
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94
The
#RussiaUkraine
war has spooked the world 🚨
These are turbulent and difficult times. For folks in those troubled regions. Also for investors.
The perfect storm for panic-filled decisions.
Here's how we at
@capitalmind_in
think about investing through a crisis.
A thread🧵
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'The total amount of trading volume of the Indian stock market is just 30 mins of trading of Apple stock. There is a significantly small India for the rest of the world, & there is significantly large India in our own thoughts.'
@deepakshenoy
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'I was actually bankrupt when I was 30 years old...a lot of the things that happened at that time was simply because I had no idea how personal finances should be managed'
More in our Podcast with
@deepakshenoy
&
@uptickr
2
25
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Here's how you can calculate buy date & buy price of Jio Financials shares
If your initial buy price of Reliance is, let's say, 2500/- per share, then your buy price will be as follows:
- Jio Financials: 4.68% * 2500 = 117.0/- per share
- Reliance Industries (adjusted buy
2
18
86
📢Workshop by
@deepakshenoy
:
How debt funds work, and how to work with them in your portfolio.
23rd May, Saturday.
Register here:
7
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80
Sometimes you see an Rs. 100 notes on the ground. And you wonder, is it real? 🤔
If it was real, wouldn’t someone else have picked it up?
One such 100 rupee note was lying on the exchange couple of days back.
Time for a thread on what it was and how we played it🧵
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It’s a cluster-fall 💥
The share price of Meta Platforms, the artist formerly known as Facebook, is down more than 20% in one day. It’s down ~35% in the past 6 months.
Time to ask, "What’s on your earnings report, Meta?"🤓
Quick thread on this sharp fall of Meta ($FB) 🧵🧵
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REIT stocks has been in a free fall in the last couple of months.
@deepakshenoy
shares his views on REITs & INVITs
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Actionable Investment Research. Subscribe to Capitalmind Premium.
Coupon Code: SIMPLIFY25
0
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Here's the link to
@deepakshenoy
's masterclass on bonds
@deepakshenoy
Hi, just watched your 2 hr YouTube video about bonds presented at Carnival Trader, Feb 2019. Just blown and still in awe. Learnt so much! Thanks a ton. Keep making videos if possible.
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“You can beat the NPS and it’s associated tax benefits, if you are able to generate just 1% above NPS returns consistently till retirement, but it’s easier said than done!”
More in our Podcast on the New Pension Scheme with
@deepakshenoy
&
@AstuteAditya
5
17
60
⚡️ The BIG LIC IPO is here ⚡️
LIC is looking to offload a 3.5% stake to raise ₹20,500 Cr from the equity markets. It is the biggest IPO in India to date.
5 Reasons to NOT subscribe and ONE reason that makes it worth subscribing.
All you need to know about LIC IPO (thread)🧵
2
22
59
Buying a home is considered the 'holy grail' of investing in India. But is it really so? Listen in as
@deepakshenoy
and
@AstuteAditya
destroy some common assumptions behind home & property ownership in a
#podcast
. You don't want to miss this one!
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Did you learn something new today?
Here's the first tweet from the thread to help you share away ✨
🇹🇷 The Turkish currency, Lira, is falling like a rock. It has lost ~88% of its value in the last 10 years 😳
Inflation has exploded to ~20%. In reality, it can be even 40% 💥
What is happening in Turkey? Is it heading for hyperinflation as Venezuela did?
A thread 🧵🧵
23
177
629
3
7
56
'I was actually bankrupt when I was 30 years old...a lot of the things that happened at that time was simply because I had no idea how personal finances should be managed'
More in our Podcast with
@deepakshenoy
&
@uptickr
1
14
56
Simplify your investment decisions. Subscribe to Capitalmind Premium.
Coupon Code: SIMPLIFY25
1
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51
We analyzed (almost) all Nifty Equity Indices since their inception, that's 53 indices across Market Cap, Sector, Thematic, and Factor-based.
Find out which Nifty indices have robust long-term performance 📈📉
Read: by
@CalmInvestor
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@deepakshenoy
explains the interplay of bond yields, bond prices, and bond maturity terms while talking about bond markets 🤹🏽♂️
Listen in👇
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What does basic Economics suggest they do? 🎯
✅ When a country's currency is devaluing & inflation is rising, the central bank usually raise interest rates.
✅ This makes borrowing expensive & discourages spending.
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Turkish President, Erdogan, has no love for sound economics. He has his own economics - The Erdoganomics 🎃
He believes that raising interest rates increases inflation. The reason for his unconventional belief is unknown.
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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
@deepakshenoy
narrating the legendary tale of Dhirubhai Ambani surviving a bear attack.
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✅ Less consumption reduces demand for the assets, eventually bringing down inflation.
✅ Raising interest rates increases demand for the currency, as it encourages people to save more.
No points for guessing - the Turkish president has no plans of doing this 🤦♂️
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I have paid 1 crore for an annuity & I’m getting only 6% per year returns. Is that fair? If you look at 30-year Govt bonds, it pays you 7% a year. That means annuity providers are ripping you off!!!
More in our podcast with
@deepakshenoy
&
@AstuteAditya
4
13
51
🎙️ New pod is up!
Listen in as
@deepakshenoy
sits down with
@smallcaseHQ
co-founders
@vasanthkamath
and
@anugrah_shrivas
where they unpack how smallcases have helped bring in an entire new generation of investors to the stock market🚀
3
12
51
Van Halen was one of the most successful rock bands of the early 1980s.
If David Lee Roth found a brown M&M, in the jar kept backstage, he would ask for a full production check.
This wasn't crazy behaviour, it was genuis psychology at play.
A therad🧵
(Image: Wikipedia)
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You were probably offered one of these the last time you bought something. How do zero cost EMIs really work? By
@deepakshenoy
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How did it all begin?
Recep Erdogan, the current President of Turkey, was first elected in 2003. During the same time, Turkey’s economy started to go expand rapidly.
By 2017, Turkey had become the 17th biggest economy in the world, with a GDP of $852 Billion! 🌟
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Full house at
@capitalmind_in
PMS townhall today! ✨
@deepakshenoy
and
@CalmInvestor
share our investing philosophy for 2023 & beyond!
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Retail Investors are the third largest holder (9.4%) of Indian stocks after promoters (50%) and FIIs (19%).
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“The trick is not to learn to trust your gut feelings, but rather to discipline yourself to ignore them"
- Peter Lynch
#CMBookShelf
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We analysed 2,000+ recommendations made by institutional equity analysts over the last ten years for the 50 Nifty stocks.
We measured the 60-day return on the stock, after the recommendation, to see how those recommendations fared.
What we found ⤵️
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What's the deal with BYJUs business model? 🤷♂️
@deepakshenoy
explains in his own candid style
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48
You can now subscribe to the Capitalmind Momentum Smallcase directly. Check out the details here:
0
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The brilliance of
@AswathDamodaran
is in saying the most complicated things in the simplest of ways.
Here's yet another example 👇
1
7
46
On Jan 4,
@Raminations
decided to buy a portfolio of 70 stocks recommended by all brokers as their new year picks.
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🎙Kya Lagta Hai Bazaar - LIVE Stream every Friday at 4:00 PM!
@deepakshenoy
at his candid best while talking about Zomato BlinkIt merger issues 🤝
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What next?
Turkey Votes! 🍀
Turkey is going for an election in June 2023. Unless he changes his stance, Lira may continue to slide further down till 2023, where there is some ray of hope for the people of Turkey.
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3
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What if we said that when it comes to evaluating index funds, expense ratios do not matter? The "Real Expense Ratio" does, and you won't find that on the fund factsheet.
The Best Nifty Index Fund in 2021 by
@deepakshenoy
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“Whenever you find complexity, find the simplest thing to invest. Buy the index, buy the liquid fund because nobody wants to sell you these. Because nobody makes commissions out of it”
More in our Podcast with
@deepakshenoy
3
8
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We are back with episode 6 of the Capitalmind Podcast. In this podcast,
@deepakshenoy
and
@Prashanth_Krish
discuss various facets of momentum investing. You can listen to the podcast on the link below.
#capitalmind
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Actionable Investment Research. Subscribe to Capitalmind Premium.
Coupon Code: SIMPLIFY25
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⏰ LAST CHANCE: Before the Financial Year ends, get your tax planning right!
Our FIVE STEP framework with quantitative analysis to find out the best ELSS fund to invest in FY 2022.
Here's a quick thread 🧵
Retweet for your friends who are still procrastinating 😄
2
23
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“There’s a quick and easy way to test whether an activity involves skill: ask whether you can lose on purpose.” ~ Michael Mauboussin
🎰 You cannot lose on purpose at lottery, which it all about luck.
But, you can lose on purpose at Chess..
Applying this to investing 🧵
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Inflation was inching higher. It gets difficult to pay dollar debt with a weakening currency.
This further weakens the currency and it's a vicious downward cycle.
Turkey struggled to pay its foreign debt which almost doubled in one year! 👇
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Most of this growth was financed by external debt. Which is a two-edged sword... which Turkey realized recently and Pakistan too may realize soon enough ⚔
At the end of 2017, the gross foreign-currency debt of Turkey stood at $453.2 Billion. That is around 53% of GDP.
1
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Essential reading for Investors: Understanding LTCG, STCG, Business Income...
The Basics of Capital Gains Tax
0
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I have paid 1 crore for an annuity & I’m getting only 6% per year returns. Is that fair? If you look at 30-year Govt bonds, it pays you 7% a year. That means annuity providers are ripping you off!!!
More in our podcast with
@deepakshenoy
1
3
40
Since 2019, he has sacked three central bank governors who tried to fix the problem 🤦♂️
He just doesn’t want interest rates to go higher.
And that's where the nation stands on this. Amid a pandemic and struggling global economy 😰
2
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39
Most investors tend to be under-allocated to their best holdings. A simple framework to get better at sizing your positions Common sense position sizing for investors by
@CalmInvestor
0
8
38
Van Halen was one of the most successful rock bands of the early 1980s.
If David Lee Roth found a brown M&M, in the jar kept backstage, he would ask for a full production check.
This wasn't crazy behaviour, it was genuis psychology at play.
A therad🧵
(Image: Wikipedia)
2
5
40
The cookie first started cracking in 2017. The United States of America, a close ally, started to distance itself from Turkey.
Tariffs were imposed on Steel & Aluminum imports. Amidst these geopolitical tensions, Lira started to fall against the Dollar 👇
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Love writing? Love personal finance and investing?
Write for . Here's how
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“Money is like gasoline during a road trip. You don’t want to run out of gas on your trip, but you’re not doing a tour of gas stations.”
- Tim O’Reilly
@CalmInvestor
in his classic style deciphers the balance between planning and living.
Read:
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💡Who do you trust to get reliable, unbiased information to make your investment decisions?
A lot of FREE investment information is out there.
More than ever, it's now important to determine if the information source is credible & trustworthy 🎯
(A thread)
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5⃣ Invest in your provident fund (EPF or PPF) to the maximum possible.
PPF is not a cool thing you talk about at dinner parties but it helps put dinner on the table when you hang your boots 😇
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Introducing KiteCart - Discover, design & buy your own eq-wt portfolios on
@zerodhaonline
Kite
0
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High Valuations My Ass: Headline Startup Valuation Numbers Hide The Much Lower Risk For Investors
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What's the deal with the AT-1 bond?
Why don't we like them at all! 🚫
@deepakshenoy
lucidly explains.
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💰"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
@deepakshenoy
while asserting on keeping UPI free.
🎙 Listen in!
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Financial Shenanigans exposes the tricks used by companies to manipulate their financial statements, arming investors and analysts with the knowledge to identify red flags and make more informed decisions.
#CMBookShelf
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🔴LIVE in 10 mins
@deepakshenoy
will be LIVE to discuss today's RBI policy update on Youtube. We start at 1 PM.
Catch up on the important updates and our quick analysis.
Join here:
0
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Everything you need to know about the new digital voucher "e-RUPI" by
@deepakshenoy
What is the e-RUPI? How does it work?
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"My name is Raghuram rajan and I do what I do". This is the most awesome statement ever.
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“The definition of a great investor is someone who starts by understanding the downside”
– Sam Zell
#investing
#RiskManagement
1
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@deepakshenoy
@PosteAnil
Here’s the one-page summary by Mint in their signature style.
Image credit:
@ActusDei
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⭐️We recently competed 5 years with the Adaptive Momentum strategy at
@capitalmind_in
PMS.
@CalmInvestor
has championed Momentum investing, and in this post, he is sharing his wisdom and insights garnered over the years.
Must read:
5
11
35
There's a bank run on Silicon Valley Bank as depositors pull out money in a frenzy.
🎙️
@deepakshenoy
will be LIVE today at 2 PM explaining the whole thing and taking your questions.
Join:
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In a new series of posts, we will try to make sense of the economic slowdown and what investors can do to turn this challenge into an opportunity. Here's the first post from that series. Author:
@deepakshenoy
#capitalmind
3
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'I was actually bankrupt when I was 30 years old...a lot of the things that happened at that time was simply because I had no idea how personal finances should be managed'
More in our Podcast with
@deepakshenoy
&
@uptickr
1
12
35