
The Tailwind by Windmill Capital Archives - Page 3 of 5 - smallcase

We all get fascinated with turnaround stories, don’t we? Especially if we see it unfolding in front of us. In this edition of smallcase in focus, we discuss with you four such companies that have displayed remarkable business resilience and have risen from the slump.

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.

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.

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?

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.

Hello folks,In this edition of The Tailwind, we bring to you an…