Source: National Policy on Steel
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Author: Raoji
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Portfolio of Kanchan Sunil Singhania
This post is in continuation of my coat tailing series (see here)
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Kanchan Sunil Singhania is the better half of Sunil Singhania, CIO,-Equity, Reliance Mutual Fund
Her investments in her personal capacity as on 31 March,2017 as per Stock Exchanges is given below:
| Company Name | NSE Symbol/BSE Code | Entity | % | Value (In Crores) |
| Cambridge Technology Enterprises Ltd | CTE | KANCHAN SUNIL SINGHANIA | 1.45 | 2.45 |
| Sunil Healthcare Ltd | 537253 | KANCHAN SUNIL SINGHANIA | 2.87 | 2.76 |
Source: RBL Bank Presentation Q4/FY17
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Linkfest: May 03, 2017
Some stuff I am reading today morning:
Indian Govt will soon loosen purse strings (Bloomberg)
Interview with Ajay Bagga (ET)
MP shifts to Jan-Dec fiscal year (Mint)
Two sub-prime shocks betray India’s micro-lenders (Quint)
This time seems very,very different (GMO)
Rising sea levels impacting the real estate market (Scientific American)
There are no guarantees (Mr.Money Mustache)
Death by Euphoria (DR)
When to sell a bull market (Hedgeye)
Investor VCs and Operator VCs (A VC)
Raamdeo Agrawal is the Chairman of Motilal Asset Management Company and a well known investor.
What I learnt from him: Great investors speak to other great investors about their investments
From Raamdeo Agrawal’s interview:
We did buy 5% of initially of Berkshire Hathaway initially .
The amount was small but still it was $10-15 million.
I spent one full day researching Berkshire Hathaway as an investment then I changed my role and I actually did the research
I went and met a guy who is one of the largest holders with $3-$4 billion worth of Berkshire Hathaway stocks.
His job is only to take care of Berkshire Hathaway 24×7.
Saturday, Sunday you will get appointment to talk to him.
I went and met with him with a help of a friend and then we discussed and we figured out that best possible growth rates cannot be more than 8-10% if you are lucky.
Then I said the gap is too much for me and so I must not put my money and then we withdraw that.