Musings with Analyst – March 2023 | How does Windmill Capital create model smallcases?
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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.
Meet the manager: Mayank Mehraa’s secret to identifying investment opportunities
Mayank Mehraa of Craving Alpha has been buying shares of Balkrishna Industries…
Meet the manager: Dipen Shah on captaining the Stayvan ship with smallcase
Dipen Shah of Stay Research (of Stayvan) feels his journey has been…
smallcase in Focus: Speciality Chemicals
The speciality chemicals segment comprises a significant portion of India‘s chemical industry. The Indian speciality chemicals industry has expanded exponentially in recent years. It represents 22% of India‘s overall chemicals and petrochemicals market and is valued at $32 bn.
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.
Stainless Steel giant makes shareholders 50% in 3 months
Jindal Stainless Limited (NSE : JSL) a leading steel producer, has shown…