Hat Tip Kevin
Month: July 2014
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Portfolio of Vijay Kedia
This post is in continuation of my coat tailing series (see here)
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Vijay Kedia is a well known investor in the Indian Equity Markets.
His significant holdings in India as on 30 June,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| ATULAUTO | KEDIA SECURITIES PVT LTD | 810500 | 7.39 | 201403 |
| ATULAUTO | VIJAY KISHANLAL KEDIA | 990095 | 9.02 | 201403 |
| CERA | VIJAY KISHANLAL KEDIA | 300000 | 2.37 | 201406 |
| LIBERTSHOE | KEDIA SECURITIES PRIVATE LIMITED | 175000 | 1.03 | 201403 |
| Lykis | Vijay Kishanlal Kedia | 3234383 | 17.57 | 201406 |
| Lykis | Kedia Securities Pvt Ltd | 1333335 | 7.24 | 201406 |
| REPRO | VIJAY KISHANLAL KEDIA | 275267 | 2.52 | 201406 |
| STEWARTQ | Vijay Kishanlal Kedia | 142014 | 4.73 | 201406 |
| SUDARSCHEM | VIJAY KISHANLAL KEDIA | 110997 | 1.6 | 201403 |
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Linkfest:July 31, 2014
Some stuff I am reading today morning:
Retro Tax shocks Private Equity Funds (ET)
What is the best way to teach your child to invest? (MebFaber)
Why buy stocks when you can put your money in wine? (BL)
What Flipkart’s soaring valuations means for investors (Mint)
Refund or give other flats to buyers:SC to Supertech (BS)
Should you invest in mutual fund NFOs ? (ApnaPlan)
Bank Fixed Deposit-What happens if you do not renew or withdraw it (BasuNivesh)
There’s always a divergence (TRB)
Arnab’s Fatwa:No Hindus in Muslim areas (MediaCrooks)
The gold standard was an accident of history (MacroMarketMusings)
The changing structure of VC industry (Medium)
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A wonderful business model
Heard story bout flipkart buying stuff from vendor & discounting it heavily on site.Vendor buys from FK & sells back to them at higher price
— Jatin Khemani (@jatin_khemani) July 30, 2014