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         Subscriber Updates

Thru this series updates/reviews/letters, we intend discuss performance of our recommendations, individual companies, share some views on the investing and general musings of interest. The idea is to share as much information we can for you to have a clear idea on our thought process and approach.

Equity Midas Capital’s greatest asset is having like-minded investors, all who understand and approve the concept of EVM. As we have always said, this is a greater responsibility and we owe you clear and open communication from time to time to maintain your trust and approval.

As Howard Marks (Oaktree Capital) says  “It’s one thing to have an opinion, but something very different to assume it’s right and bet heavily on it.” On the same thoughts, we do not mix our personal opinions with the investing approach. What we discuss in these letters will not impact the our investing principles & strategy; that will continue to be guided by the Expectations Value Model (EVM).

Subscriber Update – Jul 2026

Subscriber Update – Jul 2026 Aftershocks… Yet Optimism Prevails! Dear Subscriber, Welcome to the 2026 edition of Equity Midas Capital’s Subscriber Update. This is our sixth annual update, published after one of the most challenging years for Indian equity markets in recent memory. 2025–26: A Year of Global Shocks and Domestic Reality When we wrote our 2025 annual letter, we had adopted a cautious outlook. As events unfolded over the next twelve months, that caution proved justified. Markets struggled to

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Subscriber Update – Jul 2025

Subscriber Update – Jul 2025 A Tired Market! Dear Subscriber, Welcome to the July 2025 issue of Equity Midas Capital’s Subscriber Update. In this update, we will cover the year that has been and our expectations in the coming year. Fifth Year of Operations As we step into the 5th year of our research journey, we are deeply grateful for the trust you’ve placed in us and the opportunity to be part of your investment decisions. Today, we are more

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Subscriber Update – May 2024

Subscriber Update – May 2024 Too Much Optimism; Bumpy Road Ahead! Dear Subscriber, Welcome to the May 2024 issue of Equity Midas Capital’s Subscriber Update. We have entered in the fourth year of operations with as much enthusiasm we had when we started our advisory. The support and encouragement from all of you has been over-whelming and helps us push even harder to improve our products. This year was very positive for our recommendations. Markets have been very kind. On

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Investment Calculator

Important Note

We do not recommend any specific weightage or allocation among our recommended stocks.
The EVM has been tested using an equal-weight approach, and this Investment Calculator therefore assumes that the investment is divided equally among the recommended stocks. This is only a model and calculation assumption and should not be considered a recommendation to invest equal amounts in each stock.
You may choose your own allocation based on your investment objectives, risk tolerance and other personal considerations.

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