smallcase in Focus: July 2023
smallcase in Focus: July 2023
Why has Windmill Capital dropped few high P/E stocks? In the…
Evaluating returns – CAGR vs. XIRR
In this blog post, we’ll explain CAGR and XIRR and explore why it makes more sense for investors to track their portfolio XIRR rather than CAGR. We’ll also shed light on the limitations of CAGR.
smallcase in Focus: June 2023
A few companies that are present in multiple Windmill Capital smallcases command high valuations relative to their industry peers – Asian Paints, Pidilite Industries, PI Industries, and Titan Company. There must be a few good reasons behind those high valuations and that is the sole focus of this blog post.
Musings with Analyst: June 2023
In this blog post, we'll explain CAGR and XIRR and explore why it makes more sense for investors to track their portfolio XIRR rather than CAGR. We'll also shed light on the limitations of CAGR.
Rising Above Doubts: Indigo’s Journey to Success in the Great Indian Middle Class smallcase
The Great Indian Middle Class smallcase is designed to include companies that…
Musings with Analyst: May 2023
In this blog post, we will explain the concept of Minimum Investment amount (MIA) and why it applies to smallcases. In this process, you will also get to understand the core difference between a smallcase and a mutual fund.