Source: Tom McClellan
Linkfest : August 11, 2017
Some stuff I am reading today morning:
Cochin Shipyard to debut today (BL)
Hero Motocorp’s success (ET)
Nainital Bank trying to revamp as a Digital Bank (Mint)
Interview with “Grave Dancer” Sam Zell (Value Walk)
Company Profile: Motherson Sumi (OB)
How TK Chandiran created a textile empire (Forbes)
Indian cities to see fastest growth in Asia (Bloomberg)
Why everyone should write (Morgan)
Big Oil will become Big Green (Katusa)
Can Trump win the game of chicken with N Korea? (Zero Hedge)
Infosys & NRN
Source: Sidin
Portfolio of Ramesh Damani
This post is in continuation of my coat tailing series (see here)
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Ramesh Damani is a well known investor in the Indian equity markets.
His significant portfolio holdings as on 30 June,2017 as per stock exchanges is as given below:
Company Name | NSE Symbol/BSE Code | Entity | % | Value (In Crores) |
The Mandhana Retail Ventures Ltd | TMRVL | Ramesh Damani | 1 | 3.26 |
TV Today Network Ltd | TVTODAY | Ramesh Damani | 1.46 | 18.95 |
Uniply Industries Ltd | UNIPLY | Ramesh Damani | 1.02 | 6.24 |
Reliance-The Bull Market Leader?
In 2015 Reliance was 2.5lk crs Mcap and Sun Pharma @ 3 lk crs Mcap. Reliance doubled, Sun lost 65%. Entire Pharma now less than RIL Mcap.
— Ravi Dharamshi (@ravidharamshi77) August 10, 2017