The Tailwind by Windmill Capital: April 2023
The Tailwind by Windmill Capital: April 2023
Hello folks,In this edition of The Tailwind, we bring to you an…
Musings with Analyst – March 2023 | How does Windmill Capital create model smallcases?
In this edition of Musings with Analyst, we will explain the core philosophy of the underlying construction methodology of our model smallcases by taking an example of Dividend Stars smallcase and then also address some of the regular questions we keep getting around our model smallcases.
Why Asian Paints isn’t actually a Paint Company!
Asian Paints is not a paints company, it’s a supply chain company! …
What is the ‘Disposition Effect’ and why should you know about it?
In an interview, a couple of years back, Nithin Kamath mentioned something…
Musings with Analyst: February 2023 | Disposition Effect
The tendency to prematurely sell assets that have made gains for you, while holding onto the ones that have made you lose money, is known as the disposition effect.
smallcase in focus – Value & Momentum
What are value stocks? Why are they performing better than growth stocks? And finally how is the Value & Momentum smallcase built?