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Chart

How Multi Baggers are made

Hat Tip: Devesh Kayal

Source: Atul Investor Presentation

atul

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Cartoon

Tipping Point

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Links

Linkfest: May 20,2016

Some stuff I am reading today morning:

India’s equity returns story (Akash Prakash)

Screws on P-Notes tightened (BL)

The world’s largest momentum strategy (Common Sense)

HSBC to close half of India branches (Bloomberg)

MidCap stocks for 2020 (Spark Capital)

Investing in debt funds-An insider’s perspective (Vipin)

The return of the Gulf Malayalee (Mint)

Overconfident Enemy in the Mirror (Swedroe)

Return Seasonalities are everywhere (AA)

How to stack the odds in your favor (II)

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CoatTailing

Portfolio of Narendra Kumar Agarwal

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

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Narendra Kumar Agarwal is a well known investor in the Indian markets.

His significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
APL Apollo Tubes Limited APLAPOLLO NARENDRA KUMAR AGARWAL 201603 535957 2.29 47.15
Astec LifeSciences Limited ASTEC NARENDRA KUMAR AGARWAL 201603 857762 4.41 20.47
AXISCADES Engineering Technologies Limited AXISCADES NARENDRA KUMAR AGARWAL 201603 375000 1.38 10.35
Genus Power Infrastructures Limited GENUSPOWER NARENDRA KUMAR AGARWAL 201603 2734878 1.06 15.32
GHCL Limited GHCL Narendra Kumar Agarwal 201603 1500000 1.5 22.21
Himatsingka Seide Limited HIMATSEIDE NARENDRA KUMAR AGARWAL 201603 2250000 2.29 52.13
Maxwell Industries Ltd MAXWELL NARENDRA KUMAR AGARWAL 201603 2913118 4.41 15.14
Nilkamal Limited NILKAMAL Narendra Kumar Agarwal 201603 425317 2.85 53.82
Categories
Chart

Chart:Realty as an Asset Class

Source: Forbes India

img_86711_real_estate_asset_class