Author: Raoji

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Links

Linkfest: 14 August, 2019

Some stuff I am reading today morning:

Alpha Ideas 20-20 Presentation: Indigrid (Sunil Shah)

15 ways to define India’s slowdown (Mint)

Reliance Capital to file 10,000 Cr defamation suit againg PWC (ET)

Interview with Rakesh Jhunjhunwala (MC)

Why Mukesh Ambani’s actions could be bad for the economy (BS)

Sale of residential properties hit (Rediff)

Govt moving on 7th Pay Commission (BT)

Death of Equities: 40th Anniversary (Barry)

The Investor’s Misery Index (Warren Buffett)

Innovation is guts plus generosity (Seth Godin)

Categories
Quotes

Why most IITians & Doctors fail at investing

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Tweets

Starting Date Matters

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CoatTailing

Holdings of Durgesh Shah

Durgest Shah is a well respected and well known investor in the Indian Equity Markets.

His interview with Ramesh Damani can be found here.

He had made a remarkable presentation at the CFA Society which can be found here

His portfolio holdings as on 31 March, 2019 in the public domain (Annual Reports, Exchange Filings etc) are as below. Kindly note this is NOT his entire portfolio , only that is disclosed in the public domain.

Company Name NSE SymbolEntity NameValue (In Crs)
Elgi Rubber Co LtdELGIRUBCOURMILA D SHAH0.49
Hitech Corporation LtdHITECHCORPURMILA D SHAH2
Shanthi Gears LtdSHANTIGEARDURGESH S SHAH9.05

Categories
Links

Linkfest: 13 August, 2019

Some stuff I am reading today morning:

Full text of Mukesh Ambani’s speech at Reliance AGM (BT)

Argentine stocks and currency crash (CNBC)

Hedge Funds “All-In” on Gold (Zero Hedge)

Consumers thinking twice before buying a Rs. 5 pack (Varun Berry)

Defaults abound in logistics sector (Mint)

Tata Steel’s UK losses continue to mount (ET)

Catholic Syrian Bank files papers for IPO (BL)

Company Profile : DCM Shriram (OB)

The money value of time (Financial Bodyguard)

Something is always happening (Waiters Pad)