Linkfest: July 20, 2017

Some stuff I am reading today morning:

SEBI doesn’t want retail investors to trade F&O (Mint)

Godrej Agrovet files for IPO (Quint)

GST protests a sham (FE)

The funny Mutual Fund show (Vipin Khandelwal)

MFs start churning portfolios (BL)

ONGC to take over HPCL (BS)

The end of brokerage? Not yet… (Barry)

Here’s why gold could stage a powerful rally soon (Katusa)

The real reason stocks are setting records (DR)

Investing Lessons from the Chaos Monkey (Safal Niveshak)

Portfolio of Rahul Kayan

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

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Rahul Kayan is a well known investor in the Indian equity markets.

His significant portfolio holdings as on 31 March,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity % Value (In Crores)
Allsec Technologies Ltd ALLSEC RAHUL KAYAN 1.05 5.02
Everest Kanto Cylinder Ltd EKC Rahul Kayan 1.19 5.86
Royal Orchid Hotels Ltd ROHLTD RAHUL KAYAN 1.31 3.86
Tastybite Eatables Ltd TASTYBITE Rahul Kayan 1.32 18.13

Linkfest: July 19, 2017

Some stuff I am reading today morning:

ITC felled by Govt’s capricious U-Turn (Mint)

Why real estate is not a good investment right now (ET)

Is anyone missing McDonalds? (Mint)

Rural India is recovering from cash ban (Bloomberg)

India roads a $100 Billion Opportunity (Quint)

Stock Talk : JHS Svendgaard Laboratories (Alpha Invesco)

Fast Food, Slow Thinking (Pension Partners)

The Butcher of Park Avenue (TRB)

Good companies don’t always make good stocks (DR)

Trend Following Research (Dual Momentum)