HUL Unilever has kept price of LUX soap at 10/- but grammage reduced fm 75 grams to 54 grams -from 2009 to 2014 i.e +40% price increase
— The Fixer (@SaanpaurSeedi) September 12, 2014
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The gold narrative has not worked
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Linkfest: March 17,2015
Some stuff I am reading today morning:
Insider Trading in Pipavav Defence? (ET)
Why Flipkart wants to be listed on NASDAQ and not Nifty (FirstBiz)
Rs.50,000 Crore bonanza for life insurance industry (BS)
Interest rate risk looms over stock market (Mint)
Mumbai is being buried in a mountain of its own thrash (Bloomberg)
Trading with a full time job (Turtle Follower)
4 Rules you must know to beat the market (Daily Reckoning)
Rooting for a bear market? (Common Sense)
Are markets more rational in the information age? (AbRational)
Research:How often should you take tactical asset allocation decisions (SSRN)
Source:Sanjay Bakshi
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Portfolio of Lashit Sanghvi
This post is in continuation of my coat tailing series (see here)
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Lashit Sanghvi is a well known investor who co founded Alchemy Capital with Rakesh Jhunjhunwala.
His significant holdings in India as on 31 Dec,2014 as per Stock Exchanges is given below:
| Company | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| ADF Foods Limited | ADFFOODS | LASHIT SANGHVI | 201412 | 318750 | 1.45 | 1.94 |
| Biopac India Corporation Ltd | 532330 | LASHIT SANGHVI | 201412 | 34900 | 2.02 | 0.03 |
| Dynamatic Technologies Ltd | DYNAMATECH | LASHIT SANGHVI | 201412 | 82000 | 1.29 | 24.60 |