Categories
Links

Weekend Mega Linkfest: 03 May, 2019

Some off beat reads for the weekend:

The Womb Whisperers (Mint)

Dry Days & Elections (Quartz)

Election Season in Bengal (M J Akbar)

How Thailand’s Rama X will be crowned (ATimes)

No US visas for Pakistan (Dawn)

This is what I have to say (True Indology)

Exploring Khasi Hills, Meghalaya (Team BHP)

The Battle of Winterfell (Wired)

Nugrybauti (Joel Mowdy)

The Legend of the Lungi (Karthik Venkatesh)

Best place in Chennai (J Mathrubootham)

The grocer who became a saint (Manu Pillai)

General Shahnawaz: Hero of the INA (LHI)

Why Travel Matters (Barack Obama)

Manna Dey Diary (Outlook)

Categories
CoatTailing

Top 5 Holdings of Amansa in India

Akash Prakash of Amansa Capital is a well known investor in the Indian Markets.

Amansa’s top 5 Holdings as on 31 March,2019 as per Stock Exchanges is given below:

Company NameSymbolEntityValue (In Crores)
SRF LimitedSRFAMANSA HOLDINGS PRIVATE LIMITED1136.01
Info Edge (India) LimitedNAUKRIAmansa Holdings Private Limited697.81
ICICI Prudential Life Insurance Company LimitedICICIPRULIAMANSA HOLDINGS PRIVATE LIMITED572.92
Aurobindo Pharma LtdAUROBINDOAMANSA HOLDINGS PRIVATE LIMITED520.01
Sundram Fasteners LimitedSUNDRMFASTAMANSA HOLDINGS PRIVATE LIMITED498.24
Categories
Tweets

Ridiculous Pressure

Categories
Links

Linkfest: 03 May, 2019

Some stuff I am reading today morning:

How PayTM killed its eCommerce dream (ET)

How Satya Nadella remade Microsoft (Bloomberg)

JSW enters paints business (Mint)

Stock Pick: Aavas Financiers (Gautam Trivedi)

Interview with Ujjivan Founder Samit Ghosh (Fortune)

DLF: Plotting a revival (BT)

LLoyds of London is facing a perfect storm (GCaptain)

Buffett on buying a basket of stocks in a sector (AM)

The quest to find companies with moats (Economist)

4 Overlooked Investment Decisions (Common Sense)

Categories
Plug

Shout Out: Gordon DSouza on Investing

Well known PE professional Gordon DSouza will be speaking on “Investing with the odds’ at the online investment conference Indian Investing Conclave this Sunday, 5 May 2019.

The event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home.

Click HERE to register