Alpha Ideas

Investment Blog for the Indian Markets

Links

Linkfest: January 05,2015

Post author By Raoji
Post date January 5, 2015
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Some stuff I am reading today morning:

Report Card of well known Indian Stock Pickers (RJ)

Micromax soon to dial Dalal Street for IPO (ET)

The inflexion point for the Indian IT industry (CapitalMind)

Stay away from gold (BS)

10 Best tax saving investment options for 2015 (MyInvestmentIdeas)

Stock Update:Sintex Industries (IndianValue)

Should you surrender existing “junk” policies? (FreeFinCal)

Technology in 2014:What just happened? (AVC)

“New All Time Highs” (TRB)

The Euro hits a four year low (MarketWatch)

Tags linkfest

Letters

Walter Schloss: Factors needed to make money in the stock market

Post author By Raoji
Post date January 3, 2015
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Walter Schloss was one of the investors whom Warren Buffett admired

This one pager by him identifies the factors needed to make money in the stock market. (Source:Jana Vembunarayanan)

Walter Schloss

Tags walterschloss

Links

Weekend Mega Linkfest: January 02,2015

Post author By Raoji
Post date January 2, 2015
No Comments on Weekend Mega Linkfest: January 02,2015

Some off beat reads for the weekend:

What does “Happy New Year” even really mean? (Smithsonian)

Disney CEO Bob Iger’s Empire of Tech (Fortune)

King of Clickbait (NewYorker)

The tragedy of the American military (Atlantic)

How to get drunk right (Chronicle Of Higher Education)

Cochin Dealer sells me old BMW (TeamBHP)

2015:The year of the dollar danger (Telegraph)

2015: Europe’s Make-Or-Break Year (Joschka Fischer)

India’s Private Equity last year was only half of WhatsApp (QZ)

Whats a business idea with small investment and good profit? (Quora)

Life and Legacy of BG Verghese (Newslaundry)

Germany’s Bollywood affair (ForbesIndia)

Why Tipu Sultan was a false hero (Dailyo)

The secret to learning a foreign language (Time)

Leela Samson gives a free pass to abuse Hindu Gods (IndiaFacts)

Tags megalinkfest

Portfolio of General Atlantic in India

Post author By Raoji
Post date January 2, 2015
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This post is in continuation of my coat tailing series (see here)

To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

General Atlantic is a well known growth equity firm

Their significant portfolio holdings as on 30 September,2014 as per stock exchanges is as given below:

Symbol	Entity	# of Shares	%	Date End	Value (In Crores)
JUBILANT	GA Global Investments Limited	11380339	7.14	201409	161.60
INDUSINDBK	GA GLOBAL INVESTMENTS LIMITED	12776391	2.42	201409	1038.72

Tags indusindbk, JUBILANT

Cartoon

Mutual Fund Manager Speak

Post author By Raoji
Post date January 2, 2015
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