"Equity Capsule" is an effort to make institutional quality research accessible to the Indian equity market participant in a bite-size format
Filtered content to maximize value and insights for the time spent.
It’s maddening!
The much anticipated information age has rapidly transitioned into an information “overload” age. We are continuously bombarded with new data (often conflicting), opinions (often biased) and analyses (some insightful, a lot myopic).
While WhatsApp groups, Twitter have added to the information maze, the constant chatter has also eaten into our productivity, something that Morgan Housel wisely captured here:
Background:
I got active on (finance) Twitter (ref: Abhishek Murarka) around 2 years back with the modus operandi of:
“Trying to find signals in the investing noise”
While I have been selectively sharing stuff that I find interesting (snippets, data summary and synthesis, proprietary research outputs, observations on selective developments, etc), I feel there is need for a more focused approach towards keeping up with the markets, with a high value for time spent.
What is this all about?
After some deliberation, I am committing to the task of publishing a periodic market related newsletter - “The Equity Capsule” here with the objective of making curated institutional quality research accessible to everyone.
While there are near term health and economic challenges, I remain an optimist on the golden years of Indian economy in times to come. This newsletter aspires to be a handy tool for any serious investor to add to his/ her repository of knowledge and research.
A brief overview what you should expect here:
A weekly capsule of executive summary notes and key takeaways from select brokerage reports - Domestic and MNC (thematic, sector notes, IC notes, result updates, management meet updates, etc) read during the week
Bi-weekly capsule of curated good reads from across the web/ Twitter
Other intermittent posts:
Output of some data exercise that I find relevant
Concept notes
Book reviews/ notes
Discussion forum (later)
What this is not:
This is NOT a platform for stock tips. However, notes will only be shared on companies which clear my first level investing filters
This is not a platform for technical analysis
If you have come this far, please show some love and support by subscribing and spreading a good word :)
Author Bio:
I am an individual participant in the Indian equity market with an investing experience of ~9 years. Like many, I started investing journey with a passion for value investing and finding those elusive multi-baggers (got lucky with few!), but have over time have experimented with multiple approaches to figure out what works for me.
I am a CA and an alumnus of IIM Lucknow, where I was part of the 7 member team that managed the funds for student community. Currently, I work in the Investment Banking space and spend a large part of my free time on keeping up with the markets.