Linkfest: November 15,2017

Some stuff I am reading today morning:

Surge in pre IPO funding rounds (Mint)

Galaxy Surfactants files IPO papers with SEBI (BL)

IPOs are avoidable (MC)

Jio now sets sights on ecommerce (ET)

The renewables sector in India is near-death (FE)

RCom defaults in India test (Quint)

India gives ‘King of Sweets’ a GI tag (Reuters)

How to raise $ 20 Billion (TRB)

How to make a fortune in the EV boom (Katusa)

Knowing your audience (Collaborative Fund)

Portfolio of Lincoln P Coelho

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

Lincoln P Coelho is a well known investor in the Indian Equity markets well-known for his investments in the small cap space

His significant holdings as on 30 September,2017 as per stock exchanges is as given below:

Company Name BSE Code Entity Value (In Crores)
Aimco Pesticides Ltd 524288 Lincoln P Coelho 5.28
Shivalik Bimetal Controls Ltd 513097 Lincoln P Coelho 1.56
Sunshield Chemicals Ltd 530845 Lincoln P Coelho 2.21
Tyche Industries Ltd 532384 Lincoln P Coelho 1.81

Linkfest: November 14,2017

Some stuff I am reading today morning:

Bharat 22 ETF opens today (MC)

Khadim India to make debut today (BL)

What ails Indian household economy (Mint)

Mutual Funds: India’s true sunshine sector (Calm Investor)

How demonetization affected the fund industry (Morningstar)

Newton learned about financial gravity the hard way (Jason)

Camouflage in a bull market (Prof Bakshi)

One of the biggest sources of market inefficiency (CS)

Tech’s dirty secret: It’s cyclical (Advisor Perspectives)

Last denim factory in America shuts down (NYTimes)