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AlphaIdeas Tweets

A tweet in passing

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CoatTailing

Portfolio of Ashwin Kedia

This post is in continuation of my coat tailing series (see here).

Ashwin Kedia is a co-founder of Alchemy Capital Management whose other cofounders include Rakesh Jhunjhunwala and Lashit Sanghvi

His portfolio as on Dec 2012 as per stock exchange websites is given below:

Company Name # of Shares %
ADF Foods 250000 1.24
Mahindra Composites 94390 2.14
Mount EverestMineral 368571 1.08

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InvestorPresentations

Investor Presentation:Gujarat Pipavav Port Ltd Q4 2013

[gview file=”https://alphaideas.in/wp-content/uploads/2013/02/GPPL-Q4-2012-Analyst-Presentation.pdf”]

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Emerging stocks face correction:JP Morgan

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Infographics Realty

Infographic:Top 5 Real Estate Destinations in India