Some stuff I am reading today morning:
US-China trade war intensifies (CNBC)
Bumper profits at TCS (BS)
Sivasankaran Vs Cyrus Mistry (BT)
Letter to Investors (Alpha Invesco)
How to disclose capital gains in your IT return (Mint)
Simple Momentum (Michael Batnick)
Spending Deferred (Humble Dollar)
Wealth is what you don’t see (Fervent Finance)
From Trade War to 3rd World War? (SCMP)
A 1991 Seth Klarman’s Interview (Barrons)
Source: DRHP Filings of Add-Shop Promotions Ltd
This post is in continuation of my coat tailing series (see here)
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Anuj Anantrai Sheth is a well known investor in the Indian Equity markets.
His holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Asahi India Glass Ltd | ASAHIINDIA | Anuj Anantrai Sheth | 113.32 |
| Bannari Amman Spinning Mills Ltd | BASML | Anuj Anantrai Sheth | 15.68 |
| Bannari Amman Sugars Ltd | BANARISUG | Anuj Anantrai Sheth | 87.71 |
| Finolex Industries Ltd | FINPIPE | Anuj Anantrai Sheth | 208.34 |
| Jamna Auto Industries Ltd | JAMNAAUTO | Anuj Anantrai Sheth | 92.06 |
| The Hi-Tech Gears Ltd | HITECHGEAR | Anuj Anantrai Sheth | 34.42 |
| Themis Medicare Ltd | THEMISMED | Anuj Anantrai Sheth | 18.18 |
Some stuff I am reading today morning:
NCLT ends Mistry challenge to Tata (Mint)
How the private sector has stalled India’s reforms (T Ninan)
Why road construction stocks are struggling (BL)
Baffling trades in ICICI Securities (MF Critic)
Interview with Ashwini Agarwal (ET)
3 Bucket framework to investing (Janav)
Lessons from Josh Wolfe (25IQ)
3 pieces of advice from John Bogle (Morningstar)
9 essential conditions to commit massive fraud (TRB)
Buffett cashes out on his puts (Zero Hedge)
