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Media

Alpha Ideas Featured

Michael Johnston of Poseidon Financial has put together a list of the best emerging markets sites for investors.

Alpha Ideas has featured on the list with the following description:

Alpha Ideas is run by a Mumbai-based investor and maintains a focus on Indian stock markets. The site is updated at least daily with new free content, and also produces a paid quarterly newsletter. Although there is definitely a focus on Indian stocks, this site isn’t exclusively Indian; some of the content focuses on other markets or simply high-level investing strategy and wisdom.

As the author of this site acknowledges, Alpha Ideas is typically forecast-free — you won’t find many buy / sell recommendations here. There’s still tremendous value in following because the author does an excellent job of cultivating links and videos that provide great information about the Indian stock market (and global markets in general). The daily Alpha Ideas Linkfest is an absolute must-read; it will turn you on to great emerging markets content from around the Web that you’d never find otherwise.

You can follow Alpha Ideas on Twitter and sign up for a free newsletter on the site.

Categories
Links

Weekend Mega Linkfest: May 08,2015

Some off beat reads for the weekend:

Retire by 40.Why? (Mint)

Don’t buy Alibaba’s success story (Bloomberg)

David Cameron’s tweeted kiss (Guardian)

Maple Syrup rebellion (Financial Post)

What really happened in Arun Shourie’s interview to Karan Thapar (UnrealTimes)

Death Watch: Auto Accessory shops (TeamBHP)

Travelogue: Kurukshetra (Ghumakkar)

You guys don’t deserve Bhai (Great Bong)

Suggestions for a F&B franchise (Rodinhoods)

Essential Apps and Utilities for your Mac (Labnol)

Did Aishwarya’s “Tell All” lead to Salman’s “Hit & Run”? (FS)

Photos:The Chinese Art of the Crowd (Atlantic)

The Tibet issue:A troubled neighborhood (IDR)

Quotes on Real Estate (Forbes)

A strangely funny Russian genius (NYBooks)

Categories
CoatTailing

Portfolio of Tree Line Asia Master Fund in India

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

Treeline  is a well known hedge fund based out of Singapore and Hong Kong.

The portfolio of their Tree Line Asia Master Fund (Singapore) Pte Ltd. in India as on 31 March 2015 as per stock exchange websites is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Astral Poly Technik Limited ASTRAL TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD. 201503 2630000 2.22 116.56
Eicher Motors Limited EICHERMOT TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 305000 1.13 448.98
KSK Energy Ventures Limited KSK TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 9008000 2.13 52.61
SKS Microfinance Limited SKSMICRO TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 2357076 1.87 103.49
SKS Microfinance Limited SKSMICRO TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 1492924 1.18 65.55
TVS Motor Company Limited TVSMOTOR Tree Line Asia Master Fund (Singapore) 201503 6000000 1.26 139.29
United Breweries Limited UBL TREE LINE ASIA MASTER FUND SINGAPORE PTE LTD 201503 2765000 1.05 295.33
Westlife Development Limited 505533 TREE LINE ASIA MASTER FUND SINGAPORE PTE LTD 201503 3282296 2.11 98.46
Categories
Realty

DLF at war with its home buyers

Categories
Cartoon

That time of the year