smallcase Managers Archives - Page 27 of 48 - smallcase

image Understanding India’s infrastructure sector
Reading Time: 4 minutes
In this blog, we will decode the key drivers pushing the infrastructural development in India. We will also discover key components of the infrastructure sector.
image smallcase in Focus: June 2023
Reading Time: 4 minutes
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 Musings with Analyst: June 2023
Reading Time: 5 minutes
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.