
The Tailwind by Windmill Capital Archives - smallcase

Reading Time: 5 minutes
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.

Reading Time: 4 minutes
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.

Reading Time: 5 minutes
It is common for a generous dividend announcement to impact a stock's price. Given these observations, we wanted to evaluate the hypothesis: do dividends affect stock returns?

Reading Time: 3 minutes
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.

Reading Time: 2 minutes
Hello folks,In this edition of The Tailwind, we bring to you an…

Reading Time: 4 minutes
A portfolio that includes both equity and gold is an efficient way to achieve capital protection and create wealth in a sustainable fashion. The performance of gold will offset the poor performance of equities during unfavourable macro events or persistently high inflation.