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image The Box Office Bull Run
This week, we’re talking about the revival of the magic of movies as 2023 is proving to be a comeback year for the industry
image Why does Windmill Capital hold high P/E stocks? 
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. 
image 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.