Anoop
@CalmInvestor
Head of Equities, Capitalmind AMC (coming soon) Portfolio Manager & Head of Research @capitalmind_in PMS | Learn More: https://bit.ly/3Xfo3NU
A few books I've found to be useful reading, not just for investors. The Success Equation - Michael Mauboussin amzn.to/39pQyyV How do you attribute success or failure to skill versus luck? How do you tell the mix in any given field?
Do read @deepakshenoy post on Jane Street. A far better analysis than the Bloomberg Levine one (I apologise for the comparison that is like saying Deepak is taller than Peter Dinklage). I'm clipping the most damning snippet but it's worth reading the whole thing.
The full post: The Saga of the Jane Street Scandal capitalmind.in/insights/the-s…
Visceral fat, not weight, is the strongest predictor of metabolic disease — J. American College of Cardiology, 2006
The top 5 country equity ETFs so far in 2025: 1) Poland $EPOL: +62% 2) Greece $GREK: +62% 3) Austria $EWO: +49% 4) Spain $EWP: +48% 5) South Korea $EWY: +44% Just like everyone predicted.
We've launched! Come on over for a session, where Anoop @calminvestor and @deepakshenoy will walk you through the Capitalmind Flexi Cap Fund, what it does, and our investing process. Join us this Saturday for a presentation and Q&A! July 26 | 11 AM
Forbes 30 under 30 has been doing this for years
We've launched! Come on over for a session, where Anoop @calminvestor and @deepakshenoy will walk you through the Capitalmind Flexi Cap Fund, what it does, and our investing process. Join us this Saturday for a presentation and Q&A! July 26 | 11 AM us06web.zoom.us/webinar/regist…
Ozzy Osbourne has passed away at the age of 76. I still can't believe it. A few weeks ago he was giving his final concert. I hope you came home, Ozzy ❤️https://t.co/XLcxWz4MqC
India’s No. 1 stock weighed >10 % of total market cap in ’07; it’s ~4½ % today. ONGC led pre-2010, TCS in ’13-18, Reliance since ’19.
Since 2005, Banking has been India’s largest sector by market-cap share—except for brief Energy/Mining stints pre-2010 and IT services in 2014 and 2020-22. Banking forms ~13 % today.
Since 2005, Banking has been India’s largest sector by market-cap share—except for brief Energy/Mining stints pre-2010 and IT services in 2014 and 2020-22. Banking forms ~13 % today.
Here's our video on the Capitalmind Flexi Cap Fund that we have going as an NFO right now:
Our first fund, the Capitalmind Flexi Cap fund launches today, folks, till 28th July in the NFO. Available on Zerodha Coin, Groww, MFCentral, MFU and other online platforms. Also at capitalmindmf.com
"We are, to be blunt, eating too much and probably eating too much of the wrong foods." washingtonpost.com/wellness/2025/…
In what is the longest post I've written this decade, I write about the Jane Street Scandal. There is a lot of drama in it, mostly because I don't have the time to make it shorter. But we look at: - was it kosher? - was regulation absent? - the tax thing and more...
Why memento mori is the ultimate life hack bigthink.com/smart-skills/m…
For all the tariff and geopolitical excitement, markets have been relatively benign in 2025.
What if you built your own pension plan? In our latest podcast we explore the concept of pensions, and how you might want to build one for yourself that creates cash flow after you stop working, at the @capitalmind_in podcast. (Also we have a table!) youtube.com/watch?v=AVdzS7…
A wealth manager approached us recently to buy one of our unlisted companies so that he could sell it at a 50% markup immediately. The popularity of some of these unlisted companies, like NSE, MSEI, Chennai Super Kings, among retail investors, etc., is crazy. Most investors…