Categories
Links

Linkfest: 22 Feb, 2018

Some stuff I am reading today morning:

Fortis Healthcare-Repeat of Satyam (InGovern)

Ricoh-A lot like Satyam (BL)

Most PSBs have kept SWIFT out of core banking (Rediff)

Interview with Jimeet Modi (ET)

Nifty Index Changes (Quint)

How Eris Life is weaving a success story with its acquisitions (BS)

Stock Talk: Taj GVK (Deepak Kapur)

How to use the Cash Flow statement (Morningstar)

Contrarians insist on the “And” proposition (Rupal Bhansali)

Gartman’s retirement account takes a hit (Bloomberg)

Categories
BookReview

Book Review: How to read a Cash Flow Statement

As the old saying goes, “The problem of getting experienced is you keep forgetting what the experience was.”

As such, I like to read textbooks as it helps brush up concepts etc

The textbook ‘How to Read a Cash Flow Statement’ as the title suggests is about Cash Flow Statements,How to prepare them etc

It is a very basic textbook and can be a good introduction to beginners.

What I found a bit disappointing, there was not much on Cash Flow Statement Analysis which was the primary reason I bought the book.

Do buy this book only if you are a beginner.

Categories
CoatTailing

Top 5 Holdings of East Bridge Capital Master Fund

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

East Bridge Capital Master Fund is a well known FII known for its shrewd picks in the midcap space.

It’s top 5 holdings as on 31 December,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Name Value (In Crores)
Piramal Enterprises Limited PEL EAST BRIDGE CAPITAL MASTER FUND LIMITED 1573.8
Jubilant Life Sciences Limited JUBILANT EAST BRIDGE CAPITAL MASTER FUND LIMITED 684.29
Shriram City Union Finance Limited SHRIRAMCIT EAST BRIDGE CAPITAL MASTER FUND LIMITED 504.81
Bharat Financial Inclusion Limited BHARATFIN EAST BRIDGE CAPITAL MASTER FUND LIMITED 458.11
The Federal Bank  Limited FEDERALBNK EAST BRIDGE CAPITAL MASTER FUND LIMITED 444.05
Prestige Estates Projects Limited PRESTIGE East Bridge Capital Master Fund Limited 394.41
Categories
Humor

Bank Recapitalization

Source: Jignesh Mehta

Categories
Links

Linkfest: 21 Feb,2018

Some stuff I am reading today morning:

EPFO likely to announce 8.65% interest for EPF (FE)

Mr.Bond makes his voice heard (Mint)

Stock slide was just an appetizer for the real deal (Quint)

How Vikram Kothari conned 7 Banks (BS)

The uncertain financials of Firestone International (ET)

Stock Talk: Leel Electricals (RJ)

10 Questions for Arun Jaitley on Nirav Modi scam (NDTV)

What WhatsApp payments push means for PayTM (Mint)

The only safe way to buy the dip (DR)

The history of Punjab National Bank (Outlook)