Hat Tip :TRB
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Linkfest:Nov 17,2014
Some stuff I am reading today morning:
The Gold,Silver and Currency Markets are manipulated (BigPicture)
Avoiding stupidity in investing (Ant Investor)
The return of the Maharashtrian Brahmin (Mint)
Turbulence ahead for SpiceJet as losses mount (FirstBiz)
Guess how much money Bill Gross made last year? (Bloomberg)
What happens to your wealth when you die (Subramoney)
Portfolio envy:The other guy’s size does not matter (MarketWatch)
The fundamentals of shorting on valuation are less sound (Schroders)
Investment Lessons learnt from the poker table (Inefficient Markets)
Extreme Wealth is bad for everyone…especially the wealthy (MichaelLewis)
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Weekend Mega Linkfest:November 14,2014
Some off beat reads for the weekend:
Indian Government:The full lotus (Economist)
Nehru’s son-in-law (Open)
The falsehoods of Rajdeep Sardesai (Newslaundry)
Luxurious hotels that prosperous travelers love the most (ForbesIndia)
Repeal 66A (MediaCrooks)
The Bonanza Bean:Coffee (NationalGeographic)
Just how inflated are parent’s opinions about their kids? (BusinessWeek)
A black entrepreneur in Silicon Valley (FastCompany)
The story of Tupperware (MentalFloss)
How one man went from homeless to CEO (Inc)
In Pictures:Poll affidavits of various politicians (UnrealTimes)
Travelogue:Phuket (TeamBHP)
Dependable luxury cars for 10-15 Lakhs (TeamBHP)
The return of the Dollar (El Erian)
Mount Kailash:The mountain no one can climb (Sanskriti)
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Portfolio of GMO in India
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
GMO run by the legendary Jeremy Grantham is one of the largest fund managers in the world.
Their significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| ABAN | GMO EMERGING MARETS | 1299231 | 2.28 | 201409 |
| ASHOKA | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 2358052 | 1.49 | 201409 |
| CARERATING | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 519860 | 1.79 | 201409 |
| CENTURYPLY | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 6612462 | 2.98 | 201409 |
| GAYAPROJ | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 2159132 | 7.14 | 201409 |
| HDIL | GMO EMERGING MARKETS FUND | 8012886 | 1.91 | 201409 |
| JAIBALAJI | GMO EMERGING MARKET FUND | 2717500 | 3.68 | 201409 |
| JINDALSAW | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 3334166 | 1.21 | 201409 |
| JKIL | GMO Emerging Domestic Oppoprtunites Fund | 981648 | 3.05 | 201409 |
| JKLAKSHMI | GMO Emerging Domestic Opportunities Fund | 1204806 | 1.02 | 201409 |
| KIRIINDUS | GMO Emerging Markets Fund | 1125726 | 5.92 | 201409 |
| REPCOHOME | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 719385 | 1.16 | 201409 |
| TECHNO | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 1245980 | 2.18 | 201409 |