Some stuff I am reading today morning:
369 stocks on NSE hit 52 week low (ET)
Mindtree founders may sell entire stake (Mint)
Indian Bank’s NPAs may mount to 20% (BS)
Interview with Harshad Patwardhan (Morningstar)
Reliance Jio makes big inroads in rural India (Quint)
Value Investing from a veteran (Subramoney)
On Endurance & Varroc IPOs (Gaurav)
They couldn’t have known (TRB)
The Yellowstone Factor in investing (Mohnish Pabrai)
Bull markets & PE multiple expansion (Barry)
Alpha Ideas 20-20 Meet has received an overwhelming response.
We are now sold out and as such , we are closing the registrations.
Thank you so much for your support and encouragement.
Some stuff I am reading today morning:
How Mohnish Pabrai escaped a loss of 150 Crores (RJ)
IPO Review: Varroc Engineering (Quint)
Did ICICI Bank inflate profits, breach NPA rules? (Mint)
Why Ruchi Soya is a prized asset (Rediff)
A $38 Billion headache for India’s Banks (BS)
High Quality Vs Low Price (Safal Niveshak)
I don’t know (Pension Partners)
The Sindhi merchants of Gibraltar (Madras Courier)
The Jerk Fallacy (Seth Godin)
SME Investor: Then & Now (Niteen Dharmawat)
I had blogged earlier about wanting to host a Alpha Ideas 20-20 Meet
I am delighted to say that we got an overwhelming response to the suggestion.
As such I, along with Paresh Shah of Noble Capital, are now hosting a 20-20 Ideas Meet which aims to bring together the best investors in the Indian Equity market.
The Details of the 20-20 Ideas Meet are as follows:
Date: Saturday 28 July,2018
Venue: Taj Santacruz, Mumbai
Time: 8:30 am – 6 pm
Format: 20 Speakers to speak on 20 Minutes each on their best idea.
Indicative List of Speakers (In Alphabetical Order) :
Abhinav Mansinghka – Independent Investor
Amit Jeswani – Stallion Asset
Anshuman Goenka – IDFC
Ashish Chugh – Hidden Gems
Aveek Mitra – Aveksat Financial Advisory
Chetan Phalke – Alpha Invesco
Dhruvesh Sanghvi – Prospero Tree
Gaurav Parikh – Jeena Scriptech
Gautam Nayak – CNK & Associates
Gordon DSouza – IDFC
Kunj Bansal – Acepro Advisors
Manish Jain – Gormal One LLP
Neil Bahal – Negen Capital
Nikhil Vora – Sixth Sense
Niteen S Dharmawat- Aurum Capital
Prabhakar Kudva – Samvitti Capital
Prakash Diwan – Altamount Capital
Rishi Maheshwari – Aksa Capital
Sarvesh Gupta – Maximal Capital
Saurabh Shah -AUM Advisors
Charges : 4,500 (Four Thousand Five Hundred ) Only
Note that a seat once reserved cannot be cancelled.
Meals: Lunch,Tea/Coffee Breaks
This Event is Now Sold Out
This post is in continuation of my coat tailing series (see here)
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Ashish Agarwal is a well known investor in the Indian Equity Markets.
His holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol/BSE Code | Entity | Value (In Crores) |
| Acrysil Ltd | 524091 | Ashish Agarwal | 10.79 |
| Indoco Remedies Ltd | INDOCO | Ashish Agarwal | 27.15 |
| KEI Industries Ltd | KEI | Ashish Agarwal | 57.07 |
| Olympic Oil Industries Ltd | 507609 | Ashish Agarwal | 0.35 |
| Radico Khaitan Ltd | RADICO | ASHISH AGARWAL | 58.65 |
| Triveni Enterprises Ltd | 538569 | Ashish Agarwal | 8.4 |
| VIP Clothing Ltd | VIPCLOTHNG | Ashish Agarwal | 12.3 |