Categories
CoatTailing

Portfolio of Lincoln P Coelho

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

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Lincoln P Coelho is a well known investor in the Indian Equity markets well-known for his investments in the small cap space

His significant holdings as on 30 September,2017 as per stock exchanges is as given below:

Company Name BSE Code Entity Value (In Crores)
Aimco Pesticides Ltd 524288 Lincoln P Coelho 5.28
Shivalik Bimetal Controls Ltd 513097 Lincoln P Coelho 1.56
Sunshield Chemicals Ltd 530845 Lincoln P Coelho 2.21
Tyche Industries Ltd 532384 Lincoln P Coelho 1.81
Categories
Links

Linkfest: November 14,2017

Some stuff I am reading today morning:

Bharat 22 ETF opens today (MC)

Khadim India to make debut today (BL)

What ails Indian household economy (Mint)

Mutual Funds: India’s true sunshine sector (Calm Investor)

How demonetization affected the fund industry (Morningstar)

Newton learned about financial gravity the hard way (Jason)

Camouflage in a bull market (Prof Bakshi)

One of the biggest sources of market inefficiency (CS)

Tech’s dirty secret: It’s cyclical (Advisor Perspectives)

Last denim factory in America shuts down (NYTimes)

Categories
MutualFunds

Top Buys & Sells by MFs in October 2017

Source: IDBI Capital Research

Categories
BookReview

Book Review: Option B

The Book “Option B” is written by Sheryl Sandberg,COO of Facebook and Adam Grant, Professor at Wharton.

In 2015, Sheryl’s husband Dave Goldberg died suddenly of a heart attack.He was only 48 years old.He left behind a grieving family including two young children.

The book is born out of this grief where the authors write on how to face adversity and overcome trauma.

Trauma comes in many forms-death of close one, diagnosing of a critical illness like cancer etc,accidents,sexual assaults etc.

Sometimes the trauma can even be financial in nature-loss of a job, loss of savings due to fraud (NSEL etc),failure in business or even a stock market collapse (2008 etc)

The Book , through examples and anecdotes, offers very good advise on how to cope with these situations.

The most important advise is how 3Ps can stunt recovery:

Personalisation- The belief we are at fault

Pervasiveness- The belief that an event will affect all areas of our life

Permanence- The belief that the aftershocks of the event will last forever

Another important takeaway is the super importance of a loving family,close friends and financial security. If you have these three in place, you can recover faster and better .

There is a chapter on building resilience in kids so that they can overcome obstacles big and small.

One can do so by helping children develop 4 core beliefs:

1. They have some control over their lifes

2.They can learn from failure

3.They matter as human beings

4.They have real strengths to rely on and share

Another important takeaway is the importance of  hope/desire

In India, we have a saying “Jaan Hai Toh Jahan Hai”

Was surprised to know that in Chile, they have two sayings

“If there’s life, there’s hope” and the reverse “If there’s hope, there’s life”

Do buy this book to learn about overcoming obstacles and building resilience

Categories
MegaTrends

Mega Trend: India City Gas Demand

Source: CLSA Research