Warren Buffett: “Interest rates act like gravity on valuation”
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Author: Raoji
This post is in continuation of my coat tailing series (see here)
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Karst Peak Capital is a well known hedge fund based out of Hong Kong
It’s significant holdings as on 31 December,2017 as per stock exchanges is as given below:
| Company Name | NSE Symbol/BSE Code | Entity | Value (In Crores) |
| Cox & Kings Ltd | COX&KINGS | KARST PEAK VERMILION PARTNERS MASTER FUND | 100.03 |
| Cox & Kings Ltd | COX&KINGS | KARST PEAK ASIA MASTER FUND | 91.77 |
| Strides Shasun Ltd | STAR | KARST PEAK VERMILION PARTNERS MASTER FUND | 109.8 |
| Strides Shasun Ltd | STAR | KARST PEAK ASIA MASTER FUND | 191.2 |
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Linkfest: February 14, 2018
Some stuff I am reading today morning:
LTCG Tax: Grand fathering benefits may elude investors (Rediff)
Guenter’s report card at Tata Motors (MC)
More bad news for Indigo (Mint)
BSE SME platform to see 100 IPOs in 2018 (ET)
Stock Analysis: Finolex Cables (Dr. Vijay Malik)
Investors cut bond allocation to 20 year low (CNBC)
Bitcoin industry grapples with problem of inheritance (Quint)
The Complete list of Q4 Hedge Fund letters to Investors (Vintage Value)
Retirement Strategy: Floor and Upside (Retirement Cafe)
The Wealth of Sapiens (Daniel Egan)
Source: Phillip Capital
Source: Mint
Data as on 31 Dec,2017