The Tailwind by Windmill Capital Archives - Page 2 of 4 - smallcase

image Banking Scams ft. Banking Tracker
Reading Time: 8 minutes
This edition of smallcase in focus covers few of the banking scams in India. Besides just plainly covering these scams, we make a distinction between the scams that proved fatal for the concerned companies and others that were a minor blip. Tap on Read more!
image Turnaround Stories ft. Windmill Capital
Reading Time: 6 minutes
We all get fascinated with turnaround stories, don’t we? Especially if we see it unfolding in front of us. In this edition of smallcase in focus, we discuss with you four such companies that have displayed remarkable business resilience and have risen from the slump. 
image Why does Windmill Capital hold high P/E stocks? 
Reading Time: 5 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 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 Do dividends affect stock returns?
Reading Time: 5 minutes
It is common for a generous dividend announcement to impact a stock's price. Given these observations, we wanted to evaluate the hypothesis: do dividends affect stock returns? 
image Musings with Analyst: May 2023
Reading Time: 3 minutes
In this blog post, we will explain the concept of Minimum Investment amount (MIA) and why it applies to smallcases. In this process, you will also get to understand the core difference between a smallcase and a mutual fund.