Hat Tip: Varadha
Source: Exchange Filings of CESC Ventures Ltd
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CESC Ventures: Not Yumm
Author: Raoji
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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)
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Starting Date Matters
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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 Symbol | Entity Name | Value (In Crs) |
| Elgi Rubber Co Ltd | ELGIRUBCO | URMILA D SHAH | 0.49 |
| Hitech Corporation Ltd | HITECHCORP | URMILA D SHAH | 2 |
| Shanthi Gears Ltd | SHANTIGEAR | DURGESH S SHAH | 9.05 |