Categories
MegaTrends

Mega Trend: Digital Learning in India

Source: DRHP of Aakash Educational Services Ltd

Categories
CoatTailing

Portfolio of Unifi Capital

This post is in continuation of my coat tailing series (see here)

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Unifi Capital is a well  respected Portfolio Management Company.

It’s significant holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Gravita India Ltd GRAVITA Unifi AIF 2 11.62
Haldyn Glass Ltd 515147 Unifi AIF 2 3.92
Shreyas Shipping & Logistics Ltd SHREYAS Unifi AIF 2 11.74
Categories
Links

Linkfest: 24 July, 2018

Some stuff I am reading today morning:

IPO Review: HDFC AMC (Amit Jeswani)

Two wheeler stocks trade weak (BS)

Dr. Reddys fires hundreds (BL)

Interview with Rakesh Jhunjhunwala (ET Now)

Company Profile: Indigo Paints (Forbes)

Never take any cheque bounce incident lightly (FE)

3 Lessons from Jeff Bezos (Morningstar)

What is your outlook on the market? (Bill Miller)

Reminiscences of a Stock Trader (Fervent Finance)

Inflation in Venezuela expected to hit  1,000,000 % (Zero Hedge)

 

Categories
Observations

The Fastest Growing Listed AMC

Source: Investor Presentation of L&T Finance Holdings Ltd

Categories
Annual Reports

Welspun Enterprises: Learning from History

Source: Annual Report of Welspun Enterprises 2017-18