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Day: November 24, 2015
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Last wish of Rakesh Jhunjhunwala
See, the only truth of life is death and that when I am going to die I would say boss, just leave me for three hours, I would buy one stock, I will do some trading, I will spend some time with my children, my wife, I will have two drinks and then you can burn me. So it has to be combination of everything-said Rakesh Jhunjhunwala
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Modi is hitting EPS growth
We have not seen meaningful growth in Sensex EPS for six quarters. This quarter is no different. It is not the global slowdown which is holding back Sensex EPS growth; if anything, by crunching commodity prices, the global slowdown is helping Sensex EPS show a little bit of growth. What is hitting EPS growth in India is Prime Minister (Narendra) Modi’s resets around black money, crony capitalism and Aadhar. Modi is changing the way consumption and capex takes place in India and corporate India is finding it hard to come to terms with these changes.-said Saurabh Mukherjea
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Top 5 Holdings of Amansa
This post is in continuation of my coat tailing series (see here)
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Amansa Capital run by Akash Prakash is a well known fund management company with significant investments in India.
Its top 5 investments in India aggregating around Rupees 1750 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:
| Company | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| Mahindra & Mahindra Financial Services Limited | M&MFIN | AMANSA HOLDINGS PRIVATE LIMITED | 201509 | 11704054 | 2.06 | 284.41 |
| The Federal Bank Limited | FEDERALBNK | AMANSA HOLDINGS PRIVATE LIMITED | 201509 | 56463346 | 3.29 | 320.15 |
| SRF Limited | SRF | Amansa Holdings Pvt. Ltd. | 201509 | 2950882 | 5.14 | 371.81 |
| Ashok Leyland Limited | ASHOKLEY | AMANSA HOLDINGS PRIVATE LIMITED | 201509 | 40000033 | 1.41 | 385.60 |
| Cholamandalam Investment and Finance Company Limited | CHOLAFIN | AMANSA HOLDING PRIVATE LIMITED | 201509 | 6144336 | 4.27 | 387.71 |
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Linkfest:November 24,2015
Some stuff I am reading today morning:
Why the Govt’s gold scheme did not work (Mint)
How tax incentives have distorted our economy (CapitalMind)
NSE,BSE near deals to cut stakes in depository arms (BS)
Telecom Tower Companies:Buy or be bought (OB)
A new dawn for the power sector (BL)
Cafe Coffee Day:An empire grown on beans (Forbes)
Lingering effects of the financial crisis (Common Sense)
Identifying the highest quality momentum stocks (AA)
How do Munger & Buffett discount future cash flows (25IQ)
Time your next Big Buy with these 3 charts (DR)